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Insights: Macro
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Adem Tumerkan • Jun 12, 2026
The China-EU Trade War Nobody Is Talking About (Yet)
China’s exports are flooding Europe, widening deficits and sparking new tariffs—an overlooked trade war that could reshape global markets
MacroMorning PourChinaTrade WarEurope
Adem Tumerkan • Jan 23, 2026
OPEC’s Oil Flood, BNPL’s Credit Hit, and Copper’s Global Squeeze
OPEC’s oil flood accelerates as Saudi Arabia pumps, BNPL debt enters FICO scores, and a historic copper squeeze rattles global supply chains.
MacroCommoditiesDeep Dive
Adem Tumerkan • Sep 3, 2026
What Is a Dollar Shortage? How a Strong USD Threatens the World Economy
When dollars run scarce, global economies unravel. Here's what a global dollar shortage actually means, why it matters right now, and who gets hurt first..
MacroCurrenciesMarkets
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Adem Tumerkan • Feb 28, 2026
Why the Falling Dollar Puts $30T in Foreign Assets at Risk
The falling dollar is putting $30T in foreign assets at risk — and forcing a massive currency hedging cycle. Here's what it could mean for global markets.
MacroCurrenciesMarkets
Adem Tumerkan • Sep 8, 2026
China’s Balance Sheet Recession: Is Debt Trapping the World’s #2 Economy?
China is trapped in a balance sheet recession — where debt repayment crowds out growth. Here's how it unfolds and what it means for global markets and portfolios.
MacroMorning PourChina
Adem Tumerkan • Aug 31, 2026
Triffin's Dilemma: Why the Dollar's Strength Is Also Its Biggest Weakness
Triffin’s Dilemma explains the tension behind the dollar’s reserve-currency role, global liquidity, U.S. deficits, de-dollarization, and the limits of dollar alternatives.
MacroMorning PourCurrencies
Adem Tumerkan • Jun 18, 2026
The Flaws of a BRICS Currency: Why De-Dollarization Won’t Succeed (For Now)
A proposed BRICS currency faces a fatal flaw: BRICS nations structurally depend on U.S. trade deficits to absorb export surpluses. Why de-dollarization won't work
MacroCurrenciesMarketsBRICS
Adem Tumerkan • Sep 3, 2026
What Happens When the Dollar Weakens? Exports, Inflation, and Global Risk
The dollar's reserve status is under pressure. Here's what a weaker dollar means for exports, inflation, and global markets.
MacroMorning PourCurrencies
Adem Tumerkan • Feb 9, 2026
Fed Liquidity Is Back, the Private Sector Is Deleveraging, & Wages Keep Lagging
Fed liquidity is expanding again via QE-Lite, private-sector debt is slowly unwinding relative to the economy, and U.S. wages continue falling behind
MacroDeep DiveDebt & Credit
Adem Tumerkan • Sep 12, 2026
Trump's Tariffs: Winners, Losers, and What Comes Next
Tariffs aim to reshore manufacturing and shrink America's trade deficit. See who benefits, who pays more, and whether the strategy is working.
MacroMorning PourTrade War
Adem Tumerkan • Sep 2, 2026
Fiscal Dominance: Why Rising Government Deficits Are Undermining the Fed
Fiscal dominance occurs when government deficits overpower monetary policy. Learn how rising debt is weakening the Fed’s ability to control inflation.
MacroInflationDebt & Credit
Adem Tumerkan • Sep 3, 2026
Fiscal and Trade Deficits Explained: What They Are and Why They Matter
Learn the difference between fiscal and trade deficits and why both matter for growth, debt, and the dollar.
MacroMorning PourTrade War
Adem Tumerkan • Jul 19, 2026
China’s Manufacturing Glut Is Fueling Trade Tensions and a Global Slowdown
China’s manufacturing overcapacity is increasing exports of EVs, steel, machinery, and other goods. Learn how weak domestic demand and rising trade barriers may affect inflation, global growth, and investors.
MacroChinaTrade War