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.
The Great Bifurcation: AI Deflation Collides with Energy-Driven Stagflation
Brent crude at $114 per barrel meets AI-driven margin compression, fracturing global markets into parallel economies that central banks cannot coordinate.
Iran conflict turns fertiliser chokepoint into Africa food security crisis
Strait of Hormuz blockade threatens 25% yield collapse across sub-Saharan Africa as planting season stockpiles deplete and urea prices surge 60% in six weeks.
U.S. Inflation Hits 3.3% as Iran War Energy Shock Forces Fed Policy Pivot
Gasoline surge of 21% monthly drives headline CPI to three-year high while depleted petroleum reserves limit administration response options.
What Is the Petrodollar System and Why Does It Matter?
How oil-denominated trade in US dollars underpins American monetary dominance, and why cartel fragmentation threatens the architecture of global finance.
US inflation hits 3-year high as Iran war energy shock forces Fed into policy paralysis
March PCE jumps to 3.5% on oil surge while growth slows to 2%, creating stagflation dilemma that prevents both rate cuts and hikes
ECB and BoE execute hawkish hold as energy shock reverses rate-cut consensus
Simultaneous central bank decisions mark the end of the disinflationary era and set the stage for June tightening as Middle East conflict drives inflation above 3% while growth collapses.
Japan Draws Red Line at 160 as Intervention Clock Ticks Down
Ministry of Finance issues strongest currency warning in two years after 2% yen surge, but fundamental policy divergence remains unresolved.
Saudi Arabia’s GDP Slows to 2.8% as Iran Conflict Hits Real Economy
Hormuz shipping premiums up 20x and oil volatility quantify geopolitical risk transmission into measurable growth deceleration.
Powell’s Final Fed Decision Collides With Iran Energy Shock as Warsh Awaits AI-Powered Chair
Jerome Powell is expected to hold rates steady today amid two-year-high inflation driven by Iran war disruptions, as Kevin Warsh's Senate confirmation advances a tech-optimist vision at odds with oil…
BlackRock Declares End of Bond Safe Haven Era as Yields Embed Structural Risk Premium
World's largest asset manager tells institutional clients that elevated government bond yields reflect permanent shifts—not temporary pressures—forcing investors to abandon rate-cut assumptions and brace for multi-year refinancing crisis.
Germany’s Business Confidence Collapses to Six-Year Low as Iran Crisis Exposes Energy Fragility
ifo index falls to 84.4, lowest since pandemic, as Strait of Hormuz blockade triggers energy cost volatility, supply chain disruption, and eurozone recession fears.
Iran Crisis Forces Stagflation Reckoning Across Emerging Markets
Oil at $105, fertilizer up 49%, remittances threatened — EM policymakers face a triple squeeze with no room to maneuver.