Transmission Map

How macro events travel through rates, flows and positioning into asset prices.

  1. Editorial illustration of a chain from an oil barrel through a thermometer, a central bank and a bond to gold, silver and a coin

    Crude OilPremium ResearchLatest

    Macro Transmission Map Vol. 02: One chain from $100 oil to gold, silver and bitcoin

    Oil lifts inflation, inflation keeps the Fed hiking, and the 10-year yield sits near its highest since 2002. Every asset that pays no income is paying for it. Where the chain is tight, where it could snap, and what Vol. 01 got wrong.

  2. Gold bars on dark matte stone with blurred petrochemical pipeline infrastructure in background

    GoldPremium Research

    Gold Macro Transmission Map Vol. 01: Saudi Pipeline Repairs Knocked Oil Down, Fueling a Squeeze to $4,394

    Fed hike impact was partially absorbed by markets, while falling oil and declining Treasury yields triggered a sharp rebound in gold. Four-layer dynamic matrix, three-scenario roadmaps, and forecast audit ledger.