Outlook & Policy
Central-bank actions, inflation, employment, growth. The macro lens for everything below.
US Core CPI
+2.81%
YoY · Jun 1
US Core PCE
3.41%
YoY · Fed target · May 1
Fed Funds Rate
3.75%
Target · Upper · Jul 15
10Y Treasury
4.58%
Yield · Jul 14
US GDP Growth
+2.10%
QoQ · Annualized · Jan 1
US Unemployment
4.20%
Civilian rate · Jun 1
Industrial Production
+1.67%
YoY · May 1
US M2 Supply
+5.58%
YoY · May 1
- Macro
U.S. June CPI Declines 0.4%, Likely Reducing Fed Rate Hike Expectations
The U.S. June Consumer Price Index dropped by 0.4%, which is expected to ease the Federal Reserve's inclination to raise interest rates at the upcoming meeting.
Mercation Admin3 min - Macro
IMF Warns of Stablecoin Risks for Fixed Exchange Rate Countries
The IMF warns that dollar-pegged stablecoins could heighten risks for countries with fixed exchange rates, potentially accelerating currency crises.
Mercation Admin1 min - Macro
Housing Prices in Bitcoin Highlight Dollar's Devaluation
The valuation of U.S. homes suggests a stark contrast in value when measured in bitcoin versus dollars, highlighting the dollar's devaluation.
Mercation Admin5 min - Macro
Bank of Japan may accelerate interest rate hikes, warns former official
A former BOJ official warns that the central bank might raise interest rates rapidly this year, potentially exceeding 2%, as the yen continues to weaken.
Mercation Admin3 min - Macro
Opinion: Data Centers for AI Overload Malaysia
The surge in data centers in Malaysia is putting pressure on essential resources and the labor market, with significant growth expected by 2029.
Mercation Admin1 min - Macro
Deutsche Bank Evaluates the Timeline for AI's Economic Impact
Deutsche Bank's Jim Reid discusses the future impact of AI on productivity and economic growth, predicting significant effects will take years to materialize.
Mercation Admin2 min - Macro
U.S. Job Growth Declined Significantly in June with 57,000 New Positions
U.S. job growth saw a significant decline in June, with only 57,000 positions added, impacting expectations for Federal Reserve interest rate hikes.
Mercation Admin3 min - Macro
UN Warns of Rising Inequality Due to AI
The UN warns that AI's rapid development may increase global inequality, highlighting issues of access, control, and risks associated with technology.
Mercation Admin2 min - Macro
Soybean Fascism
Eliezer Yudkowsky and Nate Soares' book warns of the existential risks posed by AI, advocating for extreme measures to prevent superintelligence from emerging.
Mercation Admin9 min - Macro
Analysts See Risks to Financial System from AI Boom
The BIS report highlights macro-financial risks stemming from the AI investment boom, including debt financing and inflated valuations.
Mercation Admin3 min - Macro
Kevin Warsh's Initial Fed Meeting Focuses on Communication Strategy
Kevin Warsh's first meeting as Federal Reserve Chair may prioritize communication strategies over interest rate changes, with a focus on inflation risks and economic data.
Mercation Admin4 min - Macro
China's Central Bank Calls for Monitoring Stablecoins' Role in Payments
The People's Bank of China emphasizes the need to monitor stablecoins' influence on international payments and calls for improved payment infrastructure.
Mercation Admin2 min