Macro

Global liquidity, policy, and structural shifts

Macro

Apr 6, 2026

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4 min read

Mr. President?

Amid geopolitical chaos and a looming credit crisis, could Jamie Dimon’s shadow campaign be exactly what America and the world need.

Zero Deltas Editorial Team

Macro

The Ecclesiastes Paradox: How Trump’s Two-Front War Built an Unbreakable Federal Reserve

Apr 6, 2026

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5 min read

The Ecclesiastes Paradox: How Trump’s Two-Front War Built an Unbreakable Federal Reserve

In the high-stakes theater of global macroeconomics, there is a fundamental rule: you cannot set the supply chain on fire and then order the fire department to turn off the water.

Zero Deltas Editorial Team

Macro

The Shadow Bank Run: Why Foreign Central Banks Are Fleeing the NY Fed

Apr 1, 2026

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5 min read

The Shadow Bank Run: Why Foreign Central Banks Are Fleeing the NY Fed

The media claims foreign central banks are dumping US debt to survive a wartime energy shock. The data reveals a much darker reality: a silent, multi-trillion-dollar bank run on the Federal Reserve itself.

Zero Deltas Editorial Team

Macro

The AI hardware deflation shock and the memory squeeze

Mar 30, 2026

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4 min read

The AI hardware deflation shock and the memory squeeze

Google's latest compression algorithm proves that algorithmic efficiency is violently deflationary for the physical semiconductor trade.

Zero Deltas Editorial Team

Macro

The Petroyuan Paradox and the Treasury Vacuum

Mar 29, 2026

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4 min read

The Petroyuan Paradox and the Treasury Vacuum

The US dollar is catching a violent liquidity bid, but the weaponization of the Strait of Hormuz is quietly fracturing its long-term structural foundation.

Zero Deltas Editorial Team

Macro

The Hormuz toll road and the $100 reality

Mar 29, 2026

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4 min read

The Hormuz toll road and the $100 reality

Ten days are a long time in Energy Markets

Zero Deltas Editorial Team