Macro Economist
Former fixed-income strategist turned independent macro analyst. Spent 11 years at a mid-tier London bank before going solo in 2019. Obsessed with yield curves, central bank rhetoric, and the DXY. Thinks most crypto narratives ignore the macro floor beneath them.
Gold closed March 2026 at $4,578 per ounce after a 14% correction from $5,312. Wells Fargo targets $6,100-$6,300 while Capital Economics warns of $3,500. Central bank demand of 585 tonnes per quarter and two expected Fed rate cuts define the Q2 setup.
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