-
2026-04-04 · macro — The Fed is trapped between war-driven inflation and a slowing economy. Rate cuts fuel inflation. Rate hikes kill growth. Every historical stagflation episode has produced a flight to hard assets - and Bitcoin is now on that list.
-
2026-03-27 · macro — February PPI surged 0.7% MoM - more than double expectations. Core wholesale inflation hit 3.9%. The March FOMC dot plot now projects just one cut in 2026.
-
2026-03-24 · macro — The Fed held at 3.50-3.75%, slashing its 2026 rate cut forecast to one. Oil above $108, PCE at 2.7% - the liquidity catalyst bulls counted on has been delayed.