#MacroAnalysis

@basispointinsight.bsky.social

2 weeks ago

BasisPointInsight.com - Has India’s Statistical Overhaul Clarified Growth — or Deepened the Puzzle? by BasisPoint Insight A new GDP base year lifts some numbers, trims others — but leaves a harder question: where is India’s growth really coming from? by BasisPoint Insight, BasisPointInsight.com

6/7 If capital formation has not surged, labour absorption remains weak, and real wages are stagnant, then the larger macro question endures: what is driving India’s expansion?

#MacroAnalysis

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@bd-notes2155.bsky.social

2 months ago

The $1 Trillion Paradigm: Deciphering the 2026 U.S. Defense Super-Cycle The U.S. Department of Defense (DoD) has entered a transitional phase characterized by a "Dual-Track" funding model. For Fiscal Year (FY) 2026, the administration has requested a total of $1.01 trillion for national defense (Source: White House OMB, 2025). This represents a 13% increase over FY 2025 enacted levels, marking the first time the U.S. defense budget has breached the trillion-dollar threshold. Base vs. Mandatory: The $1.01 trillion total is comprised of a ~$892.6 billion discretionary base budget and ~$113.3 billion allocated via a reconciliation bill (Source: Department of War, 2025).

The U.S. breaches the $1T defense barrier in 2026. 🛡️ Institutional pivot from legacy hardware to "Golden Dome" tech: AI, Space (+30%), and Hypersonics. A structural super-cycle for the defense industrial base is here. #Defense2026 #MacroAnalysis

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ThinkMarkets

@thinkmarkets.com

2 months ago

The reflation trade: Gold, EURUSD & the 2026 golden window With gold at $4,500 and dollar falling, H1 2026 offers a solid reflation trade that traders must watch for the inflation floor that could sting markets in H2.

Reflation trade or late-cycle trap? 📊 Gold is near record highs, the dollar is sliding, and markets are pricing a Fed pivot into 2026. But this window may not stay open for long.

Here’s what to watch in H1: go.thinkmarkets.com/49v7pQT

#markets #trading #gold #forex #macroanalysis

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BitS☀️lar

@sabrialtintas.bsky.social

2 months ago

#Bitcoin #CryptoMarket #SAMV17 #CapitalRotation #MacroAnalysis #DigitalAssets #Gold #Silver #CBDC #TraditionalFinance #RiskOff #GeopoliticalRisk #GlobalEconomy #USMarkets #MarketStructure

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Basispoint Insight

@basispointinsight.bsky.social

3 months ago

BasisPointInsight.com - US Treasuries are Losing Foreign Demand Steadily by Yield Scribe Global appetite for US Treasuries is fading fast, with major emerging markets cutting their holdings. A deeper structural retreat from the dollar is taking shape as emerging markets brace for risk of ...

3/3 Read Yield Scribe’s analysis for BasisPoint:
US Treasuries are Losing Foreign Demand Steadily 👇

#TreasuryDemand #ReserveShift #EMEconomies #MacroAnalysis

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Antonio Costa

@penelope92.bsky.social

4 months ago

The "Gold/Platinum Ratio" is flashing a signal: historically suggesting a ~16% pullback in the S&P 500 within the next year. Macro indicators are conflicting with price action. Be vigilant. #MacroAnalysis

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@charlottejohnsoner.bsky.social

8 months ago

July 9 (Reuters) - Sterling was little changed on Wednesday, as investors digested the Bank of England's half-yearly report on financial stability and assessed the potential impact of trade disputes on global economic growth. #CurrencyMarket #MacroAnalysis #RiskAssessment

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@krakend.bsky.social

8 months ago

Inflation ticked up to 3.7% in March. The Fed's rate hikes are taking effect. Will they raise rates again before the end of the year? #Economy #MacroAnalysis learn how i got $1256 grant for my business: tinyurl.com/financialhel...

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