General

Daniel Lacalle: Liquidity is masking economic stresses, Europe’s energy crisis stems from inadequate preparation, and the fastest money supply growth since 2021 is impacting asset prices | Macro Voices

Daniel Lacalle warns that excessive liquidity is concealing underlying economic weaknesses while Europe faces a compounding energy crisis rooted in inadequate infrastructure planning. The fastest money supply growth since 2021 is inflating asset prices across markets, creating potential vulnerabilities for investors as geopolitical tensions threaten economic stability and consumer confidence.

Fed holds rates steady amid global risks, economic growth concerns

The Federal Reserve has decided to hold interest rates steady as it navigates global economic risks and growth concerns. This cautious monetary policy approach provides market stability but constrains aggressive policy adjustments, with potential implications for broader economic expansion and asset valuations across risk markets including cryptocurrencies.

Dollar slides as Iran ceasefire unwinds safe‑haven trade

The U.S. dollar index is declining sharply, tracking its largest monthly drop since June 2025, as hopes for a U.S.-Iran ceasefire unwind the geopolitical risk premium that had supported the currency. Despite headwinds from oil prices and Federal Reserve policy uncertainty, the dollar remains range-bound as market participants reassess safe-haven demand.

Why Jerome Powell refuses to leave the fed, even after Trump tried to force Him out

Federal Reserve Chair Jerome Powell announced he will remain on the Board of Governors past his May 15 departure date, citing Trump's legal challenges to the Fed as forcing his decision to stay. Powell's extended tenure signals institutional resistance to executive pressure and maintains continuity in monetary policy leadership during a period of political tension.

For years, the risk Jamie Dimon was most concerned about was geopolitics. His answer has shifted

JPMorgan CEO Jamie Dimon has shifted his primary risk concern from geopolitics to cybersecurity, citing the growing sophistication of malicious actors in exploiting digital vulnerabilities. This reflects a broader institutional recognition that cyber threats now pose an existential challenge to financial systems comparable to traditional geopolitical risks.

The biggest jump in 3 years: gas’ effect on core inflation in March revealed

Gas prices surged to their highest levels in three years during March, significantly pushing core inflation away from the Federal Reserve's 2% target. This energy cost spike has broader implications for inflation trajectories and monetary policy decisions moving forward.

U.S. GDP rebounds from lackluster end to 2025, grows at 2% rate in first quarter

U.S. GDP rebounded in Q1 2025 with 2% annualized growth after a weak end to 2024, driven by robust federal government spending and investment that grew at a 9.3% annual rate. This macroeconomic recovery signals renewed economic momentum that could influence Federal Reserve policy and market conditions affecting crypto and tech assets.

Crude Markets Soar to Four-Year Peak Amid Escalating Iran-U.S. Tensions

CENTCOM to brief Trump on unprecedented military options against Iran

Iran refuses to surrender enriched uranium by April 2026 deadline

Bond market sees higher odds of Fed rate hike by year-end amid inflation concerns

Iran tensions push oil prices above $120, potential for further increases

Hormuz shipping traffic trickles as US-Iran tensions escalate

US war in Iran costs $25B, impacting Fed rate cut expectations for 2026

Fed rate hike probability for 2027 rises amid geopolitical tensions

Iran threatens retaliation for Khamenei’s killing amid leadership instability

Fed signals elevated inflation, no rate cuts expected in 2026 amid energy price rise

Fed meeting sees highest dissent since 1992, no rate cut expected

Fed holds rates at 3.50-3.7% amid Middle East uncertainty

Jerome Powell defies Trump one last time, holding rates steady: ‘The facts have moved decisively in the hawkish direction,’ top economist says

Iran’s rial hits record low as US naval blockade tightens economic grip

Treasury yields hit highest since 2026 amid US-Iran conflict

Iran issues military warning over US vessel seizures amid uranium tensions

Missile strikes in Qatar spike costs, impact Nvidia supply chain

Jerome Powell’s final Fed rate decision could come April 29 amid regime change