Macro

Macro

The £43,000 Question: How Britain’s Debt Burden Falls Heaviest on the Young

UK debt servicing now costs £111 billion annually—more than defence spending—while younger generations inherit a fiscal legacy they never created.

9 min read ·
Macro

Democrats Mount Uphill Battle to Revive IRS Direct File After Trump Kills Free Tax Program

Over 175 lawmakers demand restoration of service that saved taxpayers $160 per return, but zero Republican support signals legislative gridlock as tax prep lobby claims victory.

9 min read ·
Geopolitics Macro

The Economics of Endurance: How Ukraine Financed Four Years of War

Four years into Russia's invasion, Ukraine's ability to sustain military operations rests on a financial architecture that redefined war finance—and exposed the limits of Western support.

9 min read ·
Macro

Fed’s MBS-to-Treasury Pivot Meets Treasury Bill Surge: Policy Coordination or Market Coincidence?

As the Federal Reserve converts $2 trillion in mortgage holdings to T-bills, Treasury floods the short end with record issuance—creating demand-supply dynamics not seen since the 2019 repo crisis.

8 min read ·