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Markets Hold Breath for CPI, China’s Next Move

Your weekly macro cheat sheet

Markets enter the week on edge as investors brace for the long-delayed US inflation report and China’s latest policy blueprint. Trade tensions remain the dominant undercurrent, with crypto caught in the crossfire of every macro and geopolitical headline since President Trump’s tariff escalation earlier this month.

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Fragile Optimism as Rates Come Back From Brink

Fragile Optimism as Rates Come Back From Brink

With bonds and equities moving in lockstep and traditional hedges faltering, markets are trading headline-to-headline on Iran while Bitcoin’s resilience above $70K reflects cautious positioning in a regime where geopolitics, not fundamentals, is setting the pace.