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
2026-10-20 UTC
The Extended Horizon of Fed Restriction: A Reassessment of Capital Costs
economy
2026-10-20 UTC
The AI Buildout Confronts Its Capital Structure
economy
2026-10-14 UTC
Navigating the Market's Latent Pressures: AI Valuations, Oil Volatility, and the CPI Pivot
economy
2026-10-12 UTC
US Outperformance: The Persistent Market Expectation and Its Implications
economy
2026-10-09 UTC
The Persistent Drag: Yields and Geopolitics Reshape Market Calculus
economy
2026-10-08 UTC
Europe's Fiscal Divergence Anchors Dollar Strength as a Structural Trade
economy
2026-10-06 UTC
Gold's Ceiling: Why Rate Expectations Alone Are Insufficient
economy
2026-10-06 UTC
Dollar's Momentum Falters: A Signal for Commodity Reassessment
economy
2026-10-02 UTC
Persistent Price Signals: The Fed’s Uncomfortable Path Forward
economy
2026-10-01 UTC
The Broadening Erosion: What Exploding 52-Week Lows Signal
economy
2026-09-30 UTC
US Inflation's Nuanced Deceleration: The Spending Paradox
economy