Americas
US Inflation Jumped to 3.3% in March. The Fed Has Nowhere to Go.
US CPI rose to 3.3% in March 2026, the highest since April 2024. Energy prices from the Hormuz closure drove the jump. Here is what it means for the Fed.
Americas
Brent Crashed 16% Overnight. Now the Hard Part Begins.
Brent crude plunged 16% after Trump's 14-day Iran ceasefire — but $93 oil and a navy-controlled Strait mean the war premium isn't gone yet. Full market analysis.
Americas
USOR token launched on Solana claiming oil reserve backing. It surged 400,000%, then crashed 90%
USOR token launched on Solana claiming oil reserve backing. It surged 400,000%, then crashed 90% when the February 1 rollout revealed no physical oil. Here is what went wrong.
Americas
Bitcoin Closes Q1 Down 47 Percent. Fear Is at 11. FTX Just Released $2.2 Billion.
Bitcoin ends Q1 at $67K, down 47% from ATH. Fear & Greed at 11. FTX pays $2.2B today. BTC ETFs saw $2.5B March inflows but $296M outflow in final week.
Americas
Gold Just Had Its Worst Wartime Month in 50 Years.
Gold fell 27% from its ATH during the Iran war the worst first month of any conflict in 50 years. GLD lost $9B in three weeks. JPM still targets $6,300.
Americas
The Fed Cannot Cut, Cannot Hike, and Cannot Explain Why.
The US lost 92,000 jobs in February. Wages rose 3.8%. Oil is up 55% in March. The Fed is frozen. The March jobs report drops on Good Friday. Iran deadline Sunday.
Americas
The Only Person in the White House Who Understood Crypto Just Lost His Desk
David Sacks' 130-day crypto czar term expired March 26. No replacement is coming. The CLARITY Act is stuck in committee. The midterms are in seven months.
Americas
Copper Lost $2,500 From Its January High. The Deficit That Caused the Rally Hasn’t Gone Anywhere.
Copper fell 17% from its $14,527 all-time high but the structural deficit hasn't budged. AI data centres need 475,000 tonnes in 2026 and mines can't keep up.
Americas
American Consumer Confidence Has Fallen Below the Level That Preceded Every Recession Since 1978
Michigan consumer sentiment crashed to 53.3 in March 2026, below every pre-recession level since 1978, as Iran war drives gas prices and inflation fears.
Crypto
An Eye Drop Company Just Bought 8.78% of a DeFi Protocol. The Ticker Changes April 3.
NovaBay Pharmaceuticals renamed itself Stablecoin Development Corporation, bought 2.06 billion SKY tokens worth $147 million, and will trade as SDEV on April 3.
Americas
Three Americas Currencies. Three Unrelated Bets. Zero Overlap.
CAD is a petro-hedge. MXN carry depends on Hormuz reopening in 60 days. BRL is an October election option. Running all three as a basket kills the edge.
