Topics
The beats we cover every day, each with the analytical framework we apply and the full archive of our coverage.
Gold
Gold is the market's oldest macro instrument: a zero-yield asset that trades on real interest rates, currency confidence and fear. This hub collects our full gold coverage and the framework we use to analyze it.
Explore Gold →Fed Policy
Every asset we cover (gold, oil, equities, Bitcoin) ultimately prices off the Federal Reserve's reaction function. This hub collects our FOMC coverage and explains how we read the Fed's tools, signals and mistakes.
Explore Fed Policy →Crude Oil
Oil is the most geopolitical of the major markets: a physical commodity whose price is set at the margin by cartel decisions, shale economics and chokepoint risk. This hub collects our crude coverage and the framework behind it.
Explore Crude Oil →Bitcoin
Bitcoin has evolved from a retail curiosity into a macro asset that trades on liquidity, rates and institutional flows, without fully shedding its reflexive, sentiment-driven character. This hub collects our Bitcoin coverage and the framework we apply to it.
Explore Bitcoin →Crypto Fear & Greed Index
The Crypto Fear & Greed Index compresses market sentiment into a single 0-100 score: extreme fear when the crowd is capitulating, extreme greed when it is euphoric. This hub shows today's reading and collects our coverage of what sentiment extremes have actually meant for Bitcoin.
Explore Fear & Greed →Prediction Markets
Prediction markets turn a question with a yes-or-no answer into a contract that trades between 0 and 100 cents. The price is the crowd's probability. This hub collects our coverage of election, Fed and data markets on Polymarket and Kalshi, and explains how we read them.
Explore Prediction Markets →Sanctions & OFAC
The US Treasury's Office of Foreign Assets Control can cut a company, a vessel or a person out of the dollar system with one Federal Register notice. This hub explains the machinery, how listings, licenses and delistings work, and collects our coverage of the actions that move oil, shipping, banks and crypto.
Explore Sanctions →Container Freight Rates
Ocean freight is priced per 40ft container on a handful of trade lanes, and two weekly indices tell the market where spot rates stand: the Drewry World Container Index and the Freightos Baltic Index. This page carries their latest published figures and explains what moves them.
Explore Freight rates →ETF and Fund Flows
Flows are the money moving into and out of funds, and they are the cleanest public read on what investors are actually doing rather than saying. The Investment Company Institute publishes a weekly estimate for all US long-term mutual funds and ETFs; the spot bitcoin ETFs report daily. This page carries the latest figures and explains what they do and do not tell you.
Explore Fund flows →