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
2026-09-26 UTC
US Growth Drivers Shift: Durable Goods and AI Spending Signal Persistent Momentum
economy
2026-09-25 UTC
The Recalibration: 5% Treasuries and the New Hurdle for Risk
economy
2026-09-24 UTC
The Stubborn Disconnect: Why Crude's Retreat Isn't Reaching the Pump
economy
2026-09-19 UTC
Equity Re-calibration: The Enduring Weight of Higher Treasury Rates
economy
2026-09-18 UTC
The Tri-Polar Strain: Hawkish Fed, Fragile China, and Oil's Unpredictable Course
economy
2026-09-16 UTC
The Unfolding Aftermath of Fed Hikes: Reassessing Structural Pressures
economy
2026-09-16 UTC
Monetary Tightening: The Inevitable Cost of Inflation's Cure
economy
2026-09-15 UTC
Re-evaluating Yields and Gold: The Imperative of Unbiased Analysis
economy
2026-09-15 UTC
Political Headwinds and Monetary Autonomy: The Fed's Rate Path
economy
2026-09-10 UTC
Semiconductor Strength Meets Stubborn Inflation: A Policy Dilemma
economy
2026-09-10 UTC
Navigating the Fed's Fork: Implications of the Rate Path
economy