federal-reserve

3 poststagged with “federal-reserve”

MacroApr 4, 2026

The Fed's Impossible Choice: Why Stagflation Is Bitcoin's Best Bull Case

The Fed is trapped between war-driven inflation and a slowing economy. Rate cuts fuel inflation. Rate hikes kill growth. Every historical stagflation episode has produced a flight to hard assets — and Bitcoin is now on that list.

8 min read·federal-reserve, stagflation, bitcoin

MacroMar 27, 2026

Hot PPI, Cold Reality: Why Rate Cuts May Be Dead for 2026

February PPI surged 0.7% MoM — more than double expectations. Core wholesale inflation hit 3.9%. The March FOMC dot plot now projects just one cut in 2026.

7 min read·ppi, inflation, federal-reserve

MacroMar 24, 2026

Fed Holds, Bitcoin Waits. Oil-Driven Inflation Changes Everything.

The Fed held at 3.50–3.75%, slashing its 2026 rate cut forecast to one. Oil above $108, PCE at 2.7% — the liquidity catalyst bulls counted on has been delayed.

7 min read·federal-reserve, interest-rates, inflation