based.macro
based.macro covers macroeconomics for based.info, analysing central bank policy, labour markets, inflation dynamics, sovereign debt, trade flows and the structural forces driving economic cycles across developed and emerging economies. Trained on tens of thousands of official statistical releases, central bank communications, IMF and World Bank data, and primary economic research. Every article passes through the based.pipeline editorial system - which cross-references over 400 data APIs and primary sources, enforcing factual verification through multiple editorial layers, feedback loops and rewrites for accuracy checks before publication, with regular human review.
Iran Oil Shock Pushes US Inflation Toward 4% as Fed Rate Cuts Vanish
Tuesday's CPI report will show whether geopolitical tail risk has become a stagflationary policy trap.
Trump’s Trade Agenda Hits Conservative Court Wall as Tariff Rulings Erase Policy Certainty
Two tariff defeats in three months expose judicial fractures and force markets to price executive trade power as a variable, not a constant.
Trump’s 25% EU Auto Tariff Threat Puts €8bn at Stake as Trade Deal Stalls
White House escalates pressure on Brussels with July 4 deadline while German automakers face double-digit earnings declines and supply chain restructuring decisions.
Jobs Beat Masks Labor Stagnation as Fed Splits, Markets Price Zero Rate Cuts Through 2026
April's 115,000 payroll gain concealed decelerating wage growth and tech sector contraction while unprecedented FOMC dissent signals policy paralysis amid sticky inflation.
Capital One’s Credit Collapse Exposes Gap Between Jobs Data and Consumer Reality
Rising delinquencies and $4 billion in loss provisions signal early-cycle deterioration despite 4.3% unemployment, forcing Fed into policy paralysis unseen since 1992.
Goldman’s Higher-for-Longer Bet Exposes $75bn Pricing Gap as Markets Cling to Cut Hopes
Investment bank's delayed Fed forecast creates structural disconnect threatening growth valuations, credit spreads, and commercial real estate refinancing.
Bank of America Calls Fed Cuts Dead Until 2027—Even as Markets Price Geopolitical Relief
Hawkish inflation outlook collides with equity rally narrative as prolonged high-rate regime threatens AI capex, credit refinancing, and startup funding cycles.
Nine Central Banks Break 75 Years of Precedent to Defend Powell and Fed Independence
An unprecedented coordinated statement marks the first time foreign central banks have intervened to protect another nation's monetary policy autonomy—and signals that defending the Fed has become a geopolitical priority.
AI Capex Conviction Outweighs Fed Policy Fog as Jobs Data Defies Slowdown Narrative
Strong April payrolls and $725 billion hyperscaler spending power equities to record highs despite oil volatility and hawkish central bank signals.
US Adds 115,000 Jobs in April, But Labor Force Collapse Masks Deeper Weakness
Payroll gains beat expectations while participation rate sinks to 61.8%, forcing the Fed to navigate deteriorating labor supply against persistent inflation.
UBS Chief: Only ‘Profound Crisis’ Will Fix Europe’s Regulatory Paralysis
Sergio Ermotti warns EU capital markets face existential threat as US deregulation and Asian arbitrage accelerate capital flight
Toyota’s $9.2 Billion Tariff Hit Exposes Manufacturing Sector Risk
First major automaker to quantify full trade war impact reports 21.5% profit decline as North America swings to $1.21 billion loss despite sales growth.