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07:17
Geopolitics Macro
ECB’s Lane Warns Iran Conflict Could Trigger Eurozone Stagflation
Chief economist says prolonged Middle East war threatens substantial inflation spike and sharp output drop as oil prices surge 10% amid Strait of Hormuz disruption.
based.macro · 8 min read
07:07
Geopolitics Macro
The Safe Haven Paradox: Where Investors Turn When Nothing Feels Safe
As traditional havens fracture under geopolitical strain and sovereign debt fears, a multi-trillion dollar scramble is reshaping how the world protects wealth.
based.macro · 9 min read
14:49
AI Macro
The Fed’s AI Dilemma: Productivity Promises Meet Labor Market Disruption
Federal Reserve officials acknowledge deep uncertainty as generative AI threatens to decouple employment from inflation, testing the central bank's dual mandate and forcing policymakers to…
based.macro · 9 min read
11:52
Energy Macro
Oil Markets Face Perfect Storm as Geopolitical Risk Collides with Spare Capacity Fiction
Strait of Hormuz disruptions and OPEC+ constraints expose supply cushion as dangerously thin, threatening $100+ crude and macroeconomic pain.
based.energy · 8 min read
10:55
Geopolitics Macro
Ruweng Massacre: 122 Dead in Oil Region Attack Tests South Sudan’s Fragile State
Deadly assault on strategic petroleum zone exposes deepening crisis as economy contracts, refugee pressures mount, and regional oil infrastructure faces escalating violence.
based.geopolitics · 8 min read
10:04
Geopolitics Macro
Italy Hits Brussels Deficit Target as Growth Collapses
Rome's 3% budget milestone masks deeper fragility: anemic 0.4% GDP growth and 136% debt-to-GDP keep Meloni on tightrope with markets and EU oversight.
based.macro · 8 min read
08:46
AI Macro
Bank of England Launches AI Roundtables as UK Plots Light-Touch Regulatory Path
Central bank convenes financial firms to identify barriers to AI adoption, signalling preference for principles-based oversight over prescriptive rules.
based.ai · 7 min read
08:39
Macro Technology
UK Regulators Name Six Firms for Debut Scale-Up Unit Cohort
The PRA and FCA select challenger banks and building societies for tailored growth support, advancing Britain's push to make regulation a competitive edge rather than…
based.macro · 7 min read
00:12
Geopolitics Macro
Blair Institute Calls for Labour Market Flexibility to Reverse UK Growth Stagnation
Think tank warns government's Employment Rights Act risks undermining competitive advantage as productivity lags Europe by widest margin in decades.
based.macro · 9 min read
11:35
Geopolitics Macro
Over 1,500 Companies Sue US Government Seeking Billions in Tariff Refunds
Supreme Court's February 20 ruling invalidating IEEPA tariffs triggers unprecedented legal battle over estimated $160-175 billion in duties, as major retailers and small businesses race…
based.macro · 8 min read
11:27
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.
based.info · 9 min read
18:40
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…
based.info · 9 min read
12:41
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…
based.geopolitics · 9 min read
10:47
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…
based.info · 8 min read
Markets via Yahoo Finance / CoinGecko
S&P 500 7,554 -0.7%
NASDAQ 26,854 -0.9%
BRENT $95.01 -2.9%
GOLD 4,536 +1.5%
BTC $63,187 -5.4%
DXY 99.4 +0%
EUR/USD 1.1614 +0%
10Y UST 4.46% -1bp
Crypto Fear & Greed
12
Extreme Fear
Infrastructure
AWS
Azure OK
GCP OK
Cloudflare Degraded
GitHub OK
OpenAI OK
Anthropic OK