The Macro Butler
429 subscribers
1.37K photos
91 videos
957 links
The Macro Butler aims to deliver concise yet comprehensive macroeconomic insights that impact global and regional markets. We analyze key indicators, trends to provide actionable & timely investment recommendations to all kind of investors.
Download Telegram
As the new Fed Chair was officially sworn in as Central Banker-in-Chief, Wall Street’s endlessly imaginative EYIs are increasingly awakening from their enchanted “rate cuts and a soft landing” fairy tale and are now pricing in a 25bps hike by December with a delightful 95% probability. Meanwhile, Trump Stagflation continues to evolve rapidly from a “baseless conspiracy theory” into what increasingly resembles the Empire’s official economic doctrine, while the Manipulator-in-Chief reassures the population that the Persian “little excursion” remains merely a minor inconvenience required to continue exporting democracy, inflation, and regime change all at once.
At this stage, like most public institutions of the Empire, the Fed resembles less a central bank and more a nervous airline passenger politely handing the cockpit over to the bond market, while its credibility continues a graceful descent somewhere above the Strait of Hormuz — still technically a soft landing, just missing the runway, the engines, and possibly the plane itself.
🤵 The Macro Butler Weekly Digest 🤵

🌐 America — like much of the world — is drowning in debt just as rising rates, stagflation, and AI job losses hit the economy all at once. 🌐

Read more here: https://themacrobutler.substack.com/p/a-world-on-borrowed-time
While Donald Copperfield was busy distracting the public with another round of “imminent Armageddon” headlines and TACO Tuesday diplomacy, the most important primary of the upcoming midterms quietly took place on May 19. Thomas Massie did not simply lose a local race — Washington delivered a very public reminder that any politician questioning endless war funding or challenging the foreign-policy consensus risks being politically erased. What was presented as a normal Republican primary somehow became the most expensive House primary in U.S. history, with tens of millions flooding into a Kentucky congressional race that most Americans had never heard of before. Apparently, democracy remains sacred in Washington… provided the correct people finance it first.

https://dailycaller.com/2026/05/20/thomas-massie-ed-gallrein-donations-kentucky/
Thomas Massie’s real political crime was not losing a primary — it was opposing endless foreign aid, permanent wars, and openly criticizing the influence of AIPAC over Congress while Washington continued funding conflicts abroad as America sinks deeper into debt, inflation, and social decline. After the election, AIPAC openly celebrated spending millions to remove him, turning what used to be called “foreign influence” into something closer to a public relations campaign. Massie repeatedly argued that no foreign country should automatically receive American taxpayer money, whether Israel, Ukraine, Egypt, or anyone else — a position that in modern Washington apparently qualifies as radical extremism. The most remarkable part is not even the lobbying itself, but how openly the political system now advertises who is allowed to remain in Congress and who gets financially erased for asking inconvenient questions.

https://x.com/TrackAIPAC/status/2056885271132827834
👍2
The Manipulator-in-Chief ultimately sided with the same foreign lobbying machine against the very voters he once claimed to defend. The man who built an entire movement around “draining the swamp” now stands comfortably alongside the donor networks and lobbying interests that MAGA once portrayed as the embodiment of that swamp. Donald Copperfield publicly attacked Thomas Massie as the “worst and most unreliable Republican Congressman,” despite having praised him and encouraged MAGA supporters to back him only a few years earlier — apparently before loyalty to ‘Satanyahu’ became a more important qualification than loyalty to the people of Kentucky.
This is how republics slowly decay — not through foreign invasion, but through corruption, lobbying power, financial intimidation, and political systems that increasingly appear more responsive to entrenched interests than to ordinary citizens themselves.
This media is not supported in your browser
VIEW IN TELEGRAM
As another conveniently timed “existential threat” emerged to help justify Season 2 of the Epic F**k Up in the Middle East, the ever-obedient fake news media suddenly discovered an alleged Iranian-linked plot targeting Donald Copperfield’s favourite dynasty princess, Ivanka. The storyline could hardly be more perfect: portray the ruling family as innocent victims just in time for another round of democracy delivery by missile. Meanwhile, the far less cinematic explanation — that Washington’s foreign-policy scriptwriters and Bibi’s war cabinet never wanted the conflict to end in the first place — quietly remains off-screen where it belongs.
Listen to a summary of The Macro Butler weekly newsletter via podcast on Substack; YouTube; Rumble; Spotify & TikTok.

https://themacrobutler.substack.com/p/a-world-on-borrowed-time-podcast
Media is too big
VIEW IN TELEGRAM
🚨🇺🇸 🇨🇳 While America still debates pronouns and prints trillions, China keeps building factories, ports, chips, and empires.
Communism with entrepreneurs vs. capitalism run by lobbyists?

The real war nobody on mainstream media wants to discuss is about. 👀

💥 Debt.
💥 Manufacturing collapse.
💥 AI supremacy.
💥 The illusion of “free markets.”

The next global superpower battle is already happening — and most people are still distracted by memes and rigged elections.

🎥 Watch if you want to understand where the world economy is really heading.

Learn to Earn with The Macro Butler Financial Academy: https://themacrobutler.com/financial-academy/
👍1
Donald Copperfield had barely unpacked his suitcases from Beijing before China went back to its favourite geopolitical hobby: reminding Washington who actually controls most of the world’s strategic minerals and rare-earth supply chains. Beijing announced new mining controls starting June 15, giving itself even more power to restrict output, review foreign investments, and tighten the screws on critical resources whenever “national security” mysteriously requires it.

https://www.xinhuanet.com/20260520/069cf9cc4761414f82caf623632a8048/c.html
In other words, while Washington was busy celebrating diplomatic selfies, Beijing quietly kept its hand firmly on the periodic table.
The Macro Butler was back once again on Asharq Bloomberg this Sunday to explain why even if the latest “historic peace deal” in the Middle East finally materializes after months of Waiting for Godot diplomacy, global oil supply chains will remain disrupted for at least the next six months — keeping the oil curve structurally tilted upward, not downward.

And if the endlessly postponed peace agreement turns into another season of Forever War: Middle East Edition, investors should prepare for oil prices to smash through fresh 52-week highs faster than politicians can say “temporary supply shock.”

https://themacrobutler.substack.com/p/interview-with-asharq-bloomberg-tv-b1c
While still insisting that a miraculous peace deal would soon end the Middle East “little excursion,” Donald Copperfield spent Memorial Day Eve posting fighter jets and signed bombs on Truth Social after reports emerged that Washington was quietly backing away from negotiations under pressure from Tel Aviv and its domestic allies.
In other words, the peace deal that supposedly existed only days ago is now collapsing publicly — proving once again that in modern diplomacy, ceasefires last about as long as a presidential social-media post.
The Macro Butler joined The Time Compass Show with Bud Leiser to explain — in plain English — why this is shaping into the biggest supply-chain and commodity shock of modern history.

⚠️ Higher oil prices

⚠️ Food shortages

⚠️ Collapsing trust in governments & institutions

Most investors still think this is temporary. It isn’t.

Watch this interview to understand why precious metals and high-quality equities are the ultimate survival assets in the financial and geopolitical storm now unfolding.

🎥 Don’t miss this one.

https://themacrobutler.substack.com/p/interview-with-time-compass-show
Media is too big
VIEW IN TELEGRAM
🚨 THE GLOBAL ORDER IS BREAKING IN REAL TIME 🚨
 
BRICS. Taiwan. Russia. China.

The world is entering a new geopolitical and financial era — and most people are still distracted by celebrity drama and truth social posts.

💥 Currency wars
💥 Energy shocks
💥 Supply chain chaos
💥 The rise of BRICS
💥 The decline of Western dominance

This is no longer politics.
This is the restructuring of the global economic system.
The next decade will create massive winners… and devastating losers.

Watch before the headlines catch up. 👀

Learn to Earn with The Macro Butler Financial Academy: https://themacrobutler.com/financial-academy/
👍1
Still blocked from buying the West’s magical chipmaking machines, Huawei has apparently decided to ignore the industry rulebook altogether and invent its own path to advanced semiconductors. While the consensus long insisted that only ASML’s EUV machines could produce cutting-edge chips, Huawei now claims it may reach 1.4nm production by 2031 using its own “LogicFolding” architecture and “Tau Scaling Law” — because when the Empire blocks you from entering the casino, the Middle Kingdom simply starts building a second casino next door. The reality is that export controls may have accelerated China’s technological self-sufficiency rather than stopping it.

https://www.reuters.com/world/asia-pacific/huawei-proposes-new-path-chip-development-amid-us-sanctions-2026-05-25/
Meanwhile, somewhere in Silicon Valley, Moore’s Law is quietly being replaced by “Her’s Law,” proving once again that necessity remains the mother of invention — especially when sanctions are involved.