Fouad Gibran
Economy
I cover macro with a focus on policy and its limits—growth, inflation, and the moments when central banks are forced to choose between bad options. I spend time on the data that actually changes decisions. My writing connects the dots from releases to consequences: rates, funding costs, demand, and where the pressure shows up next. Clean logic, minimal drama.
Latest by Fouad Gibran
2026-07-06 UTC
The Unmooring of Expectations: Navigating the Post-Guidance Fed
economy
2026-07-02 UTC
The Shifting Substructure of Growth: Why Headline GDP Masks Underlying Demand Weakness
economy
2026-06-26 UTC
AI's Valuation Reckoning: A Deeper Tech Correction Unwinds Global Market Assumptions
economy
2026-06-25 UTC
USD's Enduring Strength: A Foundation Showing Cracks
economy
2026-06-20 UTC
The Peril of Perceived Perfection
economy
2026-06-17 UTC
The AI Policy Chasm: Divergent G-7 Agendas and Their Market Implications
economy
2026-06-16 UTC
The Cost of a Divided Fed: Navigating Policy Opacity Amidst Inflationary Crosscurrents
economy
2026-06-13 UTC
Gold's Retreat: Recalibrating Bull Market Assumptions
economy
2026-06-11 UTC
Energy-Driven CPI Surge: The Fed's Narrowing Path to Easing
economy
2026-06-10 UTC
Core Inflation's Narrow Escape From Energy Contagion
economy
2026-06-05 UTC
Housing Is Shelter, Not Just Another Asset in a Bubble Economy
economy