Skip to content

Markets Brace for Inflation Reckoning as Fiscal Fissures Widen

Your weekly macro cheat sheet

Last Friday’s flash crash served as a jolt for crypto markets — a sharp reminder that macro still calls the shots. As we head into a pivotal week, focus turns to two fault lines: inflation expectations and deepening fiscal strains across major economies.

From Washington’s prolonged shutdown to Europe’s budget battles, the coming days promise a test of resilience for both policymakers and investors.

This post is for paying subscribers only

Subscribe

Already have an account? Sign In

Latest

Circle's Claimed Impotence

Circle's Claimed Impotence

Circle tells a Wisconsin court it can’t seize USDC, while regulators argue it’s choosing not to, setting up a rare, real-time clash between technical design, contractual wiggle room, and outright defiance of a seizure order.