MacroPulse
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Every issue, in one place.
Issue 14 20/07/2026 - 26/07/2026
Google and Tesla both fell this week, and in both cases the number that moved the story was the spending, not the demand. What changed is where the artificial intelligence (AI) build-out now shows up: in the cash statement, with a date attached. Google has guided to as much as 205 billion dollars of...
Read issue 14 ->Issue 13 13/07/2026 - 19/07/2026
A currency is only worth as much as the door out of it. This week the Iranian rial hit a record low, with the dollar trading at an all-time high inside Iran, while US strikes ran into a second week and a naval blockade turned the Strait of Hormuz into a checkpoint. A tanker was struck with missiles....
Read issue 13 ->Issue 12 06/07/2026 - 12/07/2026
SK Hynix sold $26.5 billion of shares in the United States this week, and its market value now sits above $1 trillion. Its neighbour and rival Samsung posted record profit on artificial intelligence demand and lost more than $100 billion of market value anyway. Same country, same boom, opposite verdicts.
Read issue 12 ->Issue 11 29/06/2026 - 05/07/2026
OpenAI reportedly offered the US government a 5% ownership stake and pressed its rivals to do the same. Read that again. The most valuable name in artificial intelligence is trying to hand Washington a slice of itself, and in the same week the US lifted its export ban on Anthropic's most advanced mo...
Read issue 11 ->Issue 10 22/06/2026 - 28/06/2026
The week's biggest move was not on a screen, it was in a legislature, and it quietly changes the economics of an asset a lot of people own without thinking of it as a bet. With US elections on the horizon, lawmakers came at affordability from three sides at once: the Senate passed a rare bipartisan...
Read issue 10 ->Issue 9 15/06/2026 - 21/06/2026
Two years ago the fear was that companies stuffed with near-zero pandemic debt would choke the moment they had to refinance above 4 percent. That fear has quietly died. This week Nvidia ran its first bond sale since 2021 and pulled in 25 billion dollars, around 21.5 billion euros, the SpaceX listing...
Read issue 9 ->Issue 8 08/06/2026 - 14/06/2026
The rate cut you might have been counting on just got pushed further out, not closer. US prices rose 4 percent in May, the fastest in 3 years, and the engine was energy, not a consumer suddenly flush with cash. That difference decides what the US Federal Reserve (Fed) can actually do about it, becau...
Read issue 8 ->Issue 7 01/06/2026 - 07/06/2026
The dominant number this week had a lot of zeros: Anthropic filed to go public at a valuation nearing one trillion dollars. Around it, Alphabet launched a fundraising drive of roughly sixty-eight billion euros to speed up its artificial intelligence (AI) push, SoftBank committed about seventy-five b...
Read issue 7 ->Issue 6 25/05/2026 - 31/05/2026
Start with what touches you, because the oil price sits upstream of almost everything you pay for. It feeds your heating, your flights, your groceries through the trucks that carry them, and eventually it feeds the interest rate you earn on cash. So when crude jumps around, your future bills wobble with it.
Read issue 6 ->