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bitcoin-mainstream-volatility
Article

Bitcoin Has Gone Mainstream. Why Is It Still So Volatile?

By the autumn of 2025, investors could hold Bitcoin exposure in the same brokerage account as an index fund. A custodian...

copper supply and demand
Article

Copper Supply and Demand: What the AI Buildout Means for the Market

Before a new AI data center can earn a dollar, somebody has to get electricity to it. That means cables, transformers...

global credit spreads
Article

Macro Bites – Global Credit Spreads Widen as AI Selloff and Geopolitical Risks Mount

Israeli Prime Minister Netanyahu said his directive to the Israeli military and Mossad is to “overthrow the regime in Iran…Iran is...

oil shipping costs
Article

Macro Bites – French Bond Yields Cross 5% as Budget Pressure Mounts

Yemen’s Iran-backed Houthis have launched an unprecedented wave of drone and ballistic missile attacks over the past 48 hours against civilian...

Article

Macro Bites – French Bond Yields Cross 5% as Budget Pressure Mounts

In Tuesday’s referendum, voters in Canada’s oil-rich Alberta province overwhelmingly backed remaining in Canada, delivering a boost to Prime Minister Carney's...

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