Market Explainers

Macroeconomic and financial-market mechanisms such as rates, FX, liquidity, policy, and capital flows, especially where they change technology-industry economics.

Market Explainers

Why Treasury Buybacks Can Calm the Market but Not Fix America’s Long-Rate Problem

The Federal Reserve controls the overnight policy rate, but the long end of the Treasury curve increasingly reflects fiscal supply, term premium…

August 24, 2026

Market Explainers

AI Is Early, but Not Macro-Independent: How Rates and Growth Reach the AI Stack

AI remains early in enterprise diffusion even as technical capability and infrastructure investment accelerate. That does not make the sector macro-independent: interest…

August 10, 2026

Market Explainers

Why Treasury Buybacks Can Calm the Market but Not Fix America’s Long-Rate Problem

AI Is Early, but Not Macro-Independent: How Rates and Growth Reach the AI Stack

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