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
2026-06-17 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
2026-06-01 UTC
AI's Growth Dividend: Dissecting the Outlook's Structural Implications
economy
2026-05-29 UTC
AI Chip Market Enters Phase of Critical Differentiation
economy
2026-05-27 UTC
Navigating the Contradiction: AI Buoyancy Against Enduring Rate Headwinds
economy
2026-05-26 UTC
Consumer Credit Stress: A Familiar Echo of Recessionary Pressures
economy
2026-05-22 UTC
AI's Labor Market Recalibration: Beyond Elimination, Towards Reshaping
economy