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Macro Desk

📦 US-EU Reciprocal Trade Framework
A $1.35 trillion handshake that binds Europe to America’s industrial revival.
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Potato Capital
📈 Yield Curve Steepening
Exit from Inversion, Macro Shift, and Portfolio Strategy
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Potato Capital
💰 Bitcoin & Liquidity
The Scarcity Trade for a Broken Fiat World
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Potato Capital
🏛️ Powell’s Tightrope: Inside the Fed’s July Decision
Why the next move isn’t about inflation vs growth - it’s about credibility vs chaos
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Potato Capital
The BoC Hits Pause - But Trade Wars Keep the Easing Bias Alive
Monetary policy enters scenario mode as tariffs, slack, and inflation risks collide
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Potato Capital
🚂 Coast to Coast: Union Pacific and Norfolk Southern Just Changed the Game
America’s first transcontinental railroad in 150 years is about to be born — if regulators don’t kill it first.
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Potato Capital
📦 Trade Deal Tracker: Trump’s 2025 Tariff Doctrine and the New Global Chessboard
Tariffs, Truces, and the New Trade Empire: How Trump 2025 Is Redrawing the Global Map — One Deal at a Time
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Potato Capital
🧠 The AI Mirage: When Everyone’s Betting the Same Horse
Why the real risk isn’t missing the next Nvidia - it’s being part of the stampede.
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Potato Capital
Doctor, the Sector Flatlined
Healthcare stocks are on life support - but value is returning
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Potato Capital
Liquidity Engine, Part III: The $7.4 Trillion Floodgate
How a Lower-Rate World Could Unleash the Largest Cash Rotation in History
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Potato Capital
The Great Multiple Mirage: How Liquidity Is Still Distorting Valuations
S&P forward P/Es are hovering near 22×. The Nasdaq is pushing 27×. Are investors paying up for real growth — or still surfing a wave of residual…
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Potato Capital
The Liquidity Engine: How Money Supply Drives Markets
Why Global Liquidity Cycles Keep Re-rating Your Equity Portfolio
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Potato Capital
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