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Macro
Growth, employment, and the global cycle.
Macro·3 min read
Dollar Index slides as rate differentials narrow
The DXY has broken a multi-quarter trading range as European and Japanese yields catch up to US levels.
M. Halden
Macro·6 min read
How to read the real-yield / gold relationship in 2026
The classic inverse correlation is intact, but the sensitivity has shifted. Here is how we frame it.
M. Halden
Macro·3 min read
Oil holds range as OPEC+ defends price with disciplined supply
Brent continues to trade in a narrow range as the alliance signals patience on unwinding voluntary cuts.
DeepGold Desk