Armin Norouzi

Tag: Inflation

Daily Macro Liquidity Report — 2026-04-20: The Hormuz Squeeze and European Industrial Friction

April 20, 2026

Crude oil surges +3.01% as Hormuz tensions spark global volatility. DAX slides -1.15% on energy friction, while Bitcoin rises +2.87% as a digital gold hedge now
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The 2026 economic reality check: shadow banking, energy shocks, and the debt spiral

March 22, 2026

The U.S. economy faces a severe liquidity trap in 2026. This analysis models the structural debt limits, private credit stress, and the Treasury’s gold escape valve.
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FTSE 100 vs. FTSE 250: Decoupling the Pound from the Portfolio

February 1, 2026

A guide to the UK market explaining the negative correlation between the FTSE 100 and the British Pound. It teachers readers how to use the FTSE 100 as a currency hedge and the FTSE 250 as a bet on the domestic British recovery.
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AI Software Engineer at Google | PhD in AI & Engineering | Writing about AI, Engineering, Investing, and Personal Finance.