The Macro Butler
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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.
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🚨🇺🇸 🇨🇳 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/
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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
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🚨 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/
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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.
Memorial Day, Buddha’s Birthday, or global oil panic — The Macro Butler apparently does not get holidays.

Called back once again by BFM 89.9, Malaysia’s premier business radio, to discuss the latest “historic peace deal” in the Middle East that markets are expected to celebrate for approximately 17 minutes before the next geopolitical fire starts.

We discussed why even if peace magically breaks out today, oil supply chains do not reboot like a WiFi router and will take months — not days — to normalize. Meanwhile, as the world obsesses over the Middle East, the next geopolitical Netflix season is already quietly loading around Taiwan.

Result? More supply chain chaos, more volatility, more inflation, and what may soon become the Tremendous Trump Stagflation era: where oil spikes, central bankers sweat nervously, and consumers discover that “transitory inflation” has become a permanent roommate.

https://themacrobutler.substack.com/p/interview-with-bfm-899-radio-26052026
Because no government ever wastes a perfectly good crisis, the United Arab Emirates — fresh from expanding its digital surveillance infrastructure and quietly benefiting from U.S. dollar liquidity support after the latest Middle East “democracy stabilization exercise” — is now using geopolitical chaos to accelerate stablecoin adoption. Officials and industry executives are suddenly discovering that wars, sanctions, payment disruptions, and trapped liquidity create a wonderful opportunity to promote “alternative settlement digital corridors”.


https://gulfnews.com/business/corporate-news/ae-coin-and-usdu-to-develop-a-regulated-aedusd-digital-conversion-framework-for-institutional-settlement-in-the-uae-1.500533386
Naturally, this is all being presented as innovation, efficiency, and financial modernization — definitely not the construction of a beautifully regulated digital monetary panopticon where every transaction can eventually be tracked, optimized, and approved for your convenience.
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🚨 GLOBAL FOOD SHOCK INCOMING? 🚨

While everyone watches AI stocks and meme coins…
smart money is quietly watching WHEAT, CORN, RICE & FERTILIZER. 🌾📈

⚠️ Droughts
⚠️ Shrinking crop yields
⚠️ Export restrictions
⚠️ Supply chain disruptions
⚠️ Rising energy costs

Food inflation isn’t “transitory.”
It’s geopolitical.

The scary part?
Agricultural commodities may still be massively underpriced compared to what’s coming next.

History is simple:
When food prices surge… governments panic, currencies weaken, and societies become unstable.

Most people won’t notice until grocery bills explode again.

By then, it’s already too late. 👀

Learn to Earn with The Macro Butler Financial Academy: https://themacrobutler.com/financial-academy/
As the propaganda machine once again floated fresh headlines about “peace breakthroughs” in the Middle East holy war, the U.S. Treasury quietly auctioned $69 billion in 2-year notes at a reassuringly elevated 4.071% yield — up 26 basis points from last month and the highest since February 2025.

The auction stopped exactly at the When Issued level, ending a streak of tailing auctions and allowing officials to celebrate the stunning achievement of investors still agreeing to finance the Empire at increasingly expensive rates while geopolitical fires continue spreading in the background.
The bid-to-cover ratio slipped modestly to 2.64 from 2.65 previously, although it remained slightly above recent averages — proof that global investors are still willing to fund the Empire’s expanding deficits, just perhaps with marginally less enthusiasm than before. Foreign buyers absorbed 57.6% of the auction, broadly in line with historical demand, while Direct bidders remained stable near 30%. Dealers were left with 12.3% of the issue, suggesting the Treasury market can still attract solid demand even as yields continue climbing and geopolitical “peace optimism” remains mostly a public relations asset class.
Overall, the auction was largely forgettable, with mediocre demand metrics suggesting investors are becoming incrementally less comfortable holding what was once considered the world’s “risk-free” asset. As geopolitical conflicts expand, fiscal deficits deteriorate, and inflation increasingly functions as a silent form of monetary dilution, markets are slowly rediscovering that sovereign debt is not immune to political risk — especially when reserve currencies become instruments of both financial policy and geopolitical leverage.
Everyone remembers how, just four months ago, Donald Copperfield triumphantly rebranded himself from “Manipulator-in-Chief” into “Peace Maker-in-Chief,” unveiling his grand Gaza reconstruction initiative after the enclave had been reduced to rubble during yet another taxpayer-funded Middle East democracy renovation project by his partner in War Crime ‘Satanyahu’.

The plan, naturally, promised stability, prosperity, and humanitarian renewal — modern Orwellian code for “someone else will eventually pay the bill.” Yet as of May 2026, the so-called Board of Peace has reportedly secured only a tiny fraction of the $17 billion originally pledged for Gaza reconstruction, proving once again that launching geopolitical marketing campaigns is far easier than rebuilding societies after the missiles stop flying.

https://www.reuters.com/world/middle-east/trumps-peace-board-faces-cash-crunch-stalling-gaza-plan-sources-say-2026-04-10/