macro.buzz — your custom macroeconomics newspaper

Today's lead

Rates & Central Banks · 34 voices Hotter inflation reopened the debate over further Fed hikes, even as rising Treasury yields made bonds increasingly competitive with equities. The period’s rates discussion centred on hotter US inflation reviving expectations of an October Fed hike, with market-implied probabilities rising… They disagreeOpportunity: bonds attractive1 voiceWarning: tightening signs1 voice BI

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Most talked about

US44 voices inflation31 voices China30 voices CoreWeave Rising5 voices semiconductor Rising9 voices International Energy Agency Rising10 voices

Who talks about what

Today's stories

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Today's map

Counting today's voices…

○ a voice
◌ a voice raising half the map
● a subject — bigger, more mentions
◍ colour is the story

Each circle is one of today's stories: entities at least three voices raised, that travel together. Inside sit its subjects, sized by mentions, and the voices that raised them.

Tap a story to open it and see who raised what; tap a voice to see every story it appears in; tap a subject for who raised it. The crumb, or empty space, goes back.

Tap a story to open it

Also on the desks

Gold & Bitcoin · 33 voices AI optimism remained powerful but contested, while gold advocates made the strongest case for monetary hedges amid inflation and currency stress. “The real bull case for gold is that it is fully reincorporated in the financial system”SMShayne McGuire · 16h ago▶ Receipt They disagreeAI build-out durable1 voiceAI is likely a bubble1 voice

AI Industry & Chips · 14 voices The central dispute was not whether AI demand exists, but whether infrastructure profits and semiconductor pricing can endure as supply and competition expand. “AI is just getting started”THThomas Hayes · 1d ago▶ Receipt They disagreeAI demand durable short-term1 voiceCommodity chip trade rolling over1 voice

Oil & Geopolitics · 28 voices The central claim was that the Iran conflict had reduced and distorted oil flows without producing a $200 oil shock, but prolonged refined-product tightness could still worsen inflation and trigger export restrictions. “I still don't see that we're going to go to $150, $175, $200.”JBJavier Blas · 18h ago▶ Receipt They disagreeSevere lasting oil shock1 voiceEscalation points to higher oil1 voice

EU Policy & Trade · 7 voices EU–China trade friction and worsening fiscal positions were the clearest policy themes, alongside Canada’s political exposure to Trump and Alberta separatism. “Deficit spending is only accelerating.”TKThe Kobeissi Letter · 1d ago▶ Receipt

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Today's lead

Most talked about

Who talks about what

Today's map

Also on the desks