b.m

based.macro

Macro Desk

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.

251 articles
Latest Articles 251 total
Macro Breaking 8 May 2026 · 7 min read

Kennedy Health Officials Explored Banning Antidepressants, Threatening Access for 16 Million Americans

Preliminary HHS inquiry into restricting SSRIs signals potential regulatory inflection point for psychiatric drug policy despite administration denials.

Geopolitics Macro Breaking 7 May 2026 · 8 min read

EU-US Trade Deal Collapses as 25% Auto Tariff Deadline Looms

Ambassador threatens to 'walk away' from agreement unless EU ratifies immediately, putting $6 billion in automaker costs and transatlantic trade architecture at risk.

Knowledge Base Macro 6 May 2026 · 9 min read

What Is De-Dollarization and Why Is It Accelerating?

How emerging markets are unwinding dollar dependency through currency swaps, local-currency debt, and China's strategic creditor leverage.

Energy Macro 6 May 2026 · 7 min read

ECB’s Cipollone Signals Policy Standstill as Oil Shock Tests Stagflation Tolerance

With Brent crude swinging between $106 and $116 amid the largest oil supply disruption in history, the European Central Bank faces a classic stagflation bind—inflation resurging while growth stalls—that constrains…

Energy Macro 6 May 2026 · 8 min read

Energy shock splits global economy as Strait closure forces divergent rate paths

Eurozone and Japan face stagflation by year-end while US manufacturing hits two-year high, revealing bifurcated recession tied to energy dependency.

Geopolitics Macro 6 May 2026 · 7 min read

Mozambique’s $1.4 Billion Yuan Swap Signals China’s Debt-for-Currency Strategy in Africa

As debt-distressed nations face dollar liquidity crises, Beijing is converting restructuring negotiations into yuan internationalization infrastructure.

Macro Markets 4 May 2026 · 7 min read

Treasury’s Short-Term Debt Trap Tightens as AI Capex Floods Corporate Bond Markets

Bessent maintains Yellen's bill-heavy issuance strategy while Fed withdraws long-duration support, creating a structural squeeze just as $700 billion in tech capex forces mega-caps toward refinancing.

Macro Markets 3 May 2026 · 8 min read

US debt breaks 125% of GDP as rating agencies sound alarm on fiscal sustainability

Structural deficits above $2 trillion annually collide with tariff uncertainty and bond market stress, constraining Washington's policy options

Macro Markets Breaking 3 May 2026 · 7 min read

Labour Market Slowdown Traps Fed Between Inflation Fight and Employment Stability

Wage growth at lowest since 2021 as tech sector sheds 92,000 jobs, forcing policymakers to navigate conflicting signals ahead of key April payrolls data.

Macro Markets 2 May 2026 · 7 min read

Dimon’s Bond Crisis Warning Maps Fiscal-Geopolitical Collision Course

JPMorgan CEO flags violent repricing scenario as US debt crosses 100% of GDP while oil shock and Fed discord converge.

Geopolitics Macro 2 May 2026 · 8 min read

Kenya’s $2.3 Billion Export Crisis: How the Strait of Hormuz Blockade Crushed Flowers and Tea

War-risk insurance surging to 10% of vessel value and air freight at decade highs expose the fragility of single-commodity economies dependent on chokepoint corridors.

Macro Markets 1 May 2026 · 6 min read

Trump’s 25% EU Auto Tariff Threatens $150B Trade Flow, Forces Supply Chain Pivot

Hardline escalation targets Germany's Big Three and Stellantis with one-week deadline for US production commitments, reversing eight months of trade stability.