Supermacro | Weekly Briefing 2026-43
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Supermacro | Weekly Briefing 2026-43
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Oil exports recovered without normalizing shipping, while French and British borrowing costs rose under fiscal pressure.
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The previous briefing’s worsening Hormuz outlook now contrasts with recovering exports. Drop Site News reports provisional flows above prewar levels through tanker transfers and bypass pipelines, yet shipping risks and falling U.S. fuel stocks kept Brent elevated. Kalshi’s market-implied median date for normal traffic moved another 57 days later.
Chatham House links France’s bond sell-off to riots and parliamentary obstacles to consolidation. The Economist reports that higher gilt yields are eroding Britain’s fiscal headroom, while planned departmental cuts needed for deficit reduction are widely doubted.
The Grapevine covers Joseph Wang’s scenario of French sovereign stress spreading into a European debt crisis, with EU-imposed austerity across indebted countries creating a substantial deflationary drag.
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