Global Markets

Markets in context.

A concise publication connecting macro events, markets, technology and risk without pretending to predict prices.

Global Markets, Gold & Risk Assets

Open the topic hub for today’s guides.

Gold vs Bitcoin During Market Stress: What Each Asset Is SignalingPage A · 24 Sep 2026
Real Yields Explained: Why They Matter for Gold, the Dollar and Risk AssetsPage B · 24 Sep 2026

Latest Guides

Three guides published 21 September 2026. Start with the pillar, then the two supporting pieces.

Why Fed Cuts Do Not Automatically Mean Bitcoin Goes UpA cut can be bullish, neutral or bearish for Bitcoin. It depends on what was expected, and why the Fed is cutting.
Gold and Bitcoin in the Same Portfolio: What Problem Is Each Trying to Solve?Gold and Bitcoin are different tools. Neither is universally the better hedge, and this page will not assign you a mix.
ETF Flows, Price and Narrative: Three Different SignalsNet flows, the spot price and the story people tell can diverge. Read them as three measurements with different clocks.

Our approach

The Larus publishes concise analysis of global markets, macroeconomic events, technology and risk. We focus on mechanisms, scenarios and source-backed context rather than price promises.