https://www.scmp.com/opinion/world-opinion/article/3331716/has-trump-20-really-been-boon-stock-markets-and-economy
Nov 6, 2025 - Although asset prices performed strongly this year and there has been no recession, Trump’s second term is a Rubicon-crossing moment for the US and global...
macroscopetrumpreallyboon
https://themacroscope.substack.com/
Providing a lens for the educated reader through contemporary economic analysis mixed in with theoretical commentaries. Click to read Macroscope - The Bigger...
the bigger picturemacroscopesiddharthsubstack
https://www.scmp.com/opinion/world-opinion/article/3321836/who-gains-most-trumps-retirement-fund-reforms
Aug 16, 2025 - As the US allows 401(k) investors to access assets such as cryptocurrency and real estate, there seems to be little official recognition of the risks.
retirement fundmacroscopegainsreformssouth
https://www.scmp.com/opinion/world-opinion/article/3328307/global-uncertainty-driving-gold-prices-higher-despite-bubble-fears
Oct 9, 2025 - Even with stock markets surging, the price of gold is hitting new records as investors seek out stability.
gold pricesmacroscopeglobaluncertaintydriving
https://www.scmp.com/opinion/world-opinion/article/3323518/stock-prices-are-bubble-heights-whos-sounding-alarm
Aug 30, 2025 - Policymakers don’t pay enough attention to bubble economics – despite how the advent of cryptocurrencies has added fresh layers of risk.
macroscopestockpricesbubbleheights
https://www.scmp.com/opinion/world-opinion/article/3316816/multilateral-banks-must-raise-alarm-trumps-actions-more-clearly
Jul 5, 2025 - The US is the largest shareholder of several multilateral financial institutions, calling into question how unbiased their advice can be.
raise the alarmmacroscopemultilateralbanksmust
https://www.scmp.com/opinion/world-opinion/article/3327660/why-cost-buying-economic-growth-destined-rise
Oct 4, 2025 - The apparent resilience of the global economy in the face of a series of shocks comes amid dangerously high debt levels.
the costeconomic growthmacroscopebuyingdestined
https://www.scmp.com/opinion/world-opinion/article/3334380/global-stablecoin-surge-highlights-overlooked-risks-crypto-finance
Nov 29, 2025 - The politics around digital currencies have extended into the long-running battle for supremacy between the world’s major currencies.
macroscopeglobalstablecoinsurgehighlights
https://www.scmp.com/opinion/china-opinion/article/3338368/why-investors-should-remain-bullish-hong-kong-mainland-stocks-2026
Jan 1, 2026 - While the underperformance of Chinese equities in the last financial quarter warrants scrutiny, overall gains are likely to continue in 2026.
hong kongmacroscopeinvestorsremainbullish
https://www.scmp.com/opinion/world-opinion/article/3335270/inflated-asset-prices-show-markets-dont-always-know-best
Dec 6, 2025 - With hyperinflated sectors across multiple asset markets, the next crash could be so severe that it prompts a restructuring of global finance.
asset pricesmacroscopeinflatedshowmarkets
https://www.themacroscope.eu/verhalen-dutch/2070728_blijf-up-to-date
Kennis is macht. Hier staat een selectie aan (niche) bronnen die ik graag in de gaten houdt.
up to datedutchmacroscope
https://www.scmp.com/opinion/china-opinion/article/3325955/worst-chinas-deflation-scare-now-over
Sep 18, 2025 - With economic indicators offering reasons to hope, the only question is how quickly and decisively Beijing can revive domestic demand.
the worstmacroscopedeflationscare
https://www.scmp.com/opinion/world-opinion/article/3330926/trump-asean-and-apec-are-simply-platforms-his-own-agenda
Nov 1, 2025 - Leaders of superpowers should not use regional multilateral summits to advance their own interests, overshadowing the vital work of other nations.
macroscopetrumpaseanapecsimply
https://www.scmp.com/opinion/asia-opinion/article/3326767/4-reasons-japans-yen-safe-haven-trade-distant-memory
Sep 25, 2025 - While the Japanese currency’s reputation as a safe haven was always overblown, the stability that supported it is now a thing of the past.
safe havenmacroscopereasonsyentrade