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MacroStrategy Partners Daily News - December 30
DRAM Prices are exploding -> with the 4Gb 512M X 8 up 2.49% on the day and 15.99% on the week. It is now at its highest level since January 2018, and…
 • TheMacroStrategyPartnership
MacroStrategy Partners Daily News - December 29
SILVER -> European and UK banks are those wearing the losses. Some articles are suggesting emergency meetings were taking place at the weekend between…
 • TheMacroStrategyPartnership
MacroStrategy Partners Daily News - December 24
US Q3 GDP growth was up 4.3% q/q. Nominal GDP was up an annualised 8.2% q/q, which is means the debt falling as a percentage of nominal GDP, as Treasury…
 • TheMacroStrategyPartnership
MacroStrategy Partners Daily News - December 23
The Chinese economy grew by just 2.5% - 3% in 2025, the Rhodium Group think tank estimated, roughly half the pace implied by official data, driven by…
 • TheMacroStrategyPartnership
AI has become “a great smokescreen for concealing and justifying lay offs”
The Telegraph says that the Big Four management consultants have all posted stagnating profits for the first time since before Covid, with Accenture…
 • TheMacroStrategyPartnership
1:47
MacroStrategy Partners Daily News - December 22
Britain’s labour market deteriorated further in November. The number of graduate jobs advertised fell 45% y/y after the chancellor raised the cost of…
 • TheMacroStrategyPartnership
MacroStrategy Partners Daily News - December 19
One of the largest US homebuilders targeting the mass market, cut the average price of new homes to the lowest since 2017,
 • TheMacroStrategyPartnership
TheMacroStrategyPartnership’s Substack
TheMacroStrategyPartnership’s Substack
The Macrostrategy Partnership provides genuinely independent research on global macro and markets, unconstrained by internal, external or political considerations. Specialist areas include banking; money supply and monetary policy; energy and productivity
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