Macro & Market Structure

The Buffett Indicator compares total market capitalization to GDP, offering a long-term view of …

Oil markets are shaped not only by supply and demand, but by the ability …

Oil markets reflect both financial positioning and physical constraints. When futures exposure collides with …

“Greedflation” simplifies a complex reality. Inflation reveals where firms can utilize pricing power, producing …

From the gold-constrained discipline of the pre-1971 era to today’s digitally networked financial system, …

Oil continues to flow despite geopolitical disruption, increasingly through shadow networks and selective non-dollar …

Coinbase’s partnership with Better enables crypto-backed down payment financing, positioning digital assets as collateral …

As U.S. policymakers debate expanded digital asset freezing powers and the extension of AML …

The SEC’s new crypto asset taxonomy classifying Solana as a digital commodity signals a …

S&P Dow Jones Indices has licensed the S&P 500® for a perpetual contract on …