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Today in macro · All desksvia Raisolo · 40 signals · last 7d
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What macro is saying today

Raw signals from policymakers, central banks, and institutional research, ranked by editorial relevance. Each one is a candidate to become a tracked claim with a market attached.

Stories

Multi-source clusters

The signal

fact
NASA
5 May

Artemis II launched four astronauts—Commander Reid Wiseman, Pilot Victor Glover, Mission Specialists Christina Koch and Jeremy Hansen—aboard the Orion spacecraft named Integrity from Pad 39B at Kennedy Space Center on April 3 at 6:35 p.m. EDT for a 10-day mission around the Moon.

from “Optimistic Tech & Science Roundup: Artemis II, OpenAI buys TBPN, Gemma 4 OSS, 130% Solar Q…score 1.00
quote
President Trump
6 May

wipe out a whole civilization

from “U.S. Pauses Escort Operations in Strait of Hormuz as Cease-Fire Talks Advancescore 1.00
quote
Donald Trump
4 May

“hit them extremely hard over the next two to three weeks.”

from “Global Ripple Effects of the War in Iranscore 1.00
fact
The Economist
6 May

Sabastian Sawe finished the London Marathon in less than two hours, the first recorded such time in competition in 2,515 years.

from “Epigenome undermines genetic-deterministic metaphors while offering medical promise·The Economistscore 0.97
fact
U.S. Securities and Exchange Commission
5 May

Volkswagen committed $5.8 billion to invest in Rivian, unlocked upon reaching milestones.

from “Volkswagen becomes Rivian’s largest shareholder as JV-driven investments boost stakescore 0.97
fact
Apple
5 May

John Ternus will begin as Apple's CEO on September 1, with Tim Cook becoming executive chairman.

from “Apple posts record quarter but warns of AI-driven memory chip shortagesscore 0.97
fact
U.S. officials
5 May

Donald Trump administration is discussing an executive order for government oversight of new AI models, including a formal review process

from “AI industry pivots from job-destruction rhetoric to claims of job creation and human augme…score 0.97
fact
Anthropic
5 May

Claude Mythos Preview identified thousands of zero-day vulnerabilities, many critical, in every major operating system, web browser, and other key software.

score 0.97
quote
Justice Samuel Alito
6 May

The only permissible consideration of race in creating new districts is when “present-day intentional racial discrimination regarding voting” can be proved.

from “Supreme Court's Callais Ruling Eviscerates Voting Rights Act's Redistricting Protectionsscore 0.97
quote
Justice Samuel Alito
6 May

present-day intentional racial discrimination regarding voting

from “Supreme Court's Callais Ruling Eviscerates Practical Protections of the Voting Rights Actscore 0.97
quote
Donald Trump
5 May

“whole civilization will die tonight, never to be brought back” if Iran does not capitulate.

from “Accusation that US President Threatened Genocidal Violence Against Iranscore 0.97
quote
Donald Trump
5 May

“Tuesday will be Power Plant Day, and Bridge Day, all wrapped up in one, in Iran. There will be nothing like it!!! Open the Fuckin’ Strait, you crazy bastards, or you’ll be living in Hell - JUST WATCH! Praise be to Allah.”

from “Accusation that US President Threatened Genocidal Violence Against Iranscore 0.97
opinion
Rep. Sheri Biggs
4 May

The United States must do whatever it takes to finish the mission in Iran, including boots on the ground if necessary to permanently eliminate the threat of a nuclear-armed Tehran.

from “The Cost of Hesitation: Why Finishing the Mission in Iran Is Imperativescore 0.94
fact
The Economist
6 May

Closure of the Strait of Hormuz shut in 14 million barrels a day of oil.

from “Prolonged oil-supply shock from Strait of Hormuz closure will push prices higher·The Economistscore 0.94
fact
U.S. officials
5 May

About 1,600 ships remain stranded at the Strait of Hormuz, compared to around 130 vessels a day before the war, causing oil and gas prices to spike.

score 0.94
fact
New York Times
5 May

Researchers jailbroke frontier AI models into producing detailed bioweapons synthesis routes, with chatbots describing how to assemble deadly pathogens and unleash them in public spaces.

from “Weekly curated briefing: Fed transition, markets, AI risks, and sector snapshotsscore 0.94
fact
Philip R. Lane
5 May

In its 2021 Monetary Policy Strategy Review, the ECB Governing Council committed to ensuring that the Eurosystem fully takes into account the implications of climate change and the green transition for monetary policy and central banking.

score 0.94
fact
a16z crypto
6 May

a16z crypto announced a new $2.2 billion fund, its fifth fund, bringing total raised to $9.8 billion.

from “a16z crypto raises $2.2B fund, doubles down on crypto amid market slowdown and AI competit…score 0.93
fact
President Trump
6 May

Iran has effectively blocked the Strait of Hormuz to most commercial ships for weeks.

from “U.S. Pauses Escort Operations in Strait of Hormuz as Cease-Fire Talks Advancescore 0.93
fact
Volodymyr Zelensky
5 May

Ukrainian missiles struck targets in Russia’s Cheboksary region after traveling more than 1,500 kilometers.

from “Russian strikes kill dozens in Ukrainian cities; Zelensky condemns Victory Day cease-fire…score 0.93
fact
Tim Cook
5 May

Significantly higher memory costs are expected in June and beyond, driving an increasing impact on Apple's business.

from “Apple posts record quarter but warns of AI-driven memory chip shortagesscore 0.93
fact
ElevenLabs
5 May

New Series D investors include BlackRock, Wellington, D.E. Shaw, Schroders, Nvidia, Salesforce Ventures, Santander, KPN, Deutsche Telekom, Jamie Foxx, Eva Longoria, and Hwang Dong-hyuk.

from “ElevenLabs adds major institutional and celebrity investors as ARR tops $500M amid rapid v…score 0.93
opinion
Volodymyr Zelensky
5 May

Russia’s decision to downsize the parade shows its weakness and fear that drones may buzz over Red Square.

from “Russian strikes kill dozens in Ukrainian cities; Zelensky condemns Victory Day cease-fire…score 0.93
opinion
Sam Altman
4 May

New social safety nets, such as universal basic income or universal basic compute, are needed to navigate the transition to an AI-integrated future.

from “Sam Altman on AI's Rapid Economic Disruption and the Need for New Social Safety Nets·Sam Altmanscore 0.93
quote
Volodymyr Zelensky
5 May

“We need silence from such strikes and all others like them every single day, not just for a few hours somewhere out there for ‘celebrations.’”

from “Russian strikes kill dozens in Ukrainian cities; Zelensky condemns Victory Day cease-fire…score 0.93
quote
Donald Trump
5 May

The Navy would begin the blockade, “seek and interdict” vessels that had paid Iran to get through the strait, and then start clearing the waterway of sea mines.

from “U.S. Threatens Strait of Hormuz Blockade; Policy Amounts to Collective Punishment of Iranscore 0.93
quote
Tim Cook
5 May

“Both of these are amazing platforms for AI and agentic tools, and the customer recognition of that is happening faster than what we had predicted, and so we saw higher than expected demand.”

from “Mac revenue beats expectations as AI-driven demand and Neo launch lift salesscore 0.93
quote
Donald Trump
4 May

“a whole civilization will die tonight”

from “Fragile U.S.–Iran Ceasefire, Strait of Hormuz Reopening, and Lebanon/Hezbollah Risksscore 0.93
opinion
The Economist
6 May

Kevin Warsh could rank among great American central bankers if he withstands Trump and steers Fed to safer waters.

from “How Kevin Warsh could save the Federal Reserve·The Economistscore 0.91
opinion
Christine Lagarde
4 May

Interest rate decisions will be based on assessment of the inflation outlook and risks, incoming data, dynamics of underlying inflation, and strength of monetary policy transmission, without pre-committing to a particular rate path.

from “ECB holds interest rates steady as Middle East energy shock raises inflation risks and gro…score 0.91
fact
The Economist
6 May

Supreme Court case pending on Trump's attempt to sack Fed governor Lisa Cook over alleged improprieties in old mortgage documents.

from “How Kevin Warsh could save the Federal Reserve·The Economistscore 0.90
fact
The Economist
6 May

Department of Justice dropped its criminal investigation into Jerome Powell on April 24th.

from “How Kevin Warsh could save the Federal Reserve·The Economistscore 0.90
fact
New York Times
6 May

Cartel-laundered Colombian gold ends up in U.S. coins minted and sold as 'American' by the U.S. Mint.

score 0.90
fact
Wall Street Journal
6 May

FluidStack signed a $50 billion deal to build data centers for Anthropic.

from “Coatue launches Next Frontier to buy land for data centers, potentially to serve Anthropicscore 0.90
fact
Sam Altman
6 May

High-quality synthetic data enables AI development to continue scaling even as the supply of original human content becomes exhausted.

from “Sam Altman: High-Quality Synthetic Data Can Prevent Model Collapse and Sustain AI Scaling·Sam Altmanscore 0.90
opinion
Sam Altman
6 May

Sam Altman remains optimistic about using synthetic data for training artificial intelligence despite fears of model collapse.

from “Sam Altman: High-Quality Synthetic Data Can Prevent Model Collapse and Sustain AI Scaling·Sam Altmanscore 0.90
opinion
Volodymyr Zelensky
5 May

Ukraine’s long-range attacks on Russia are an “entirely just response to Russian strikes.”

from “Russian strikes kill dozens in Ukrainian cities; Zelensky condemns Victory Day cease-fire…score 0.90
opinion
Volodymyr Zelensky
5 May

Russia’s cease-fire announcement shows cynicism timed for Moscow’s Victory Day celebrations on May 9.

from “Russian strikes kill dozens in Ukrainian cities; Zelensky condemns Victory Day cease-fire…score 0.90
opinion
Christophe Fouquet
5 May

The market overall will be supply-limited for quite a bit, with the biggest bottleneck in chip manufacturing; hyperscalers will not get enough chips for the next two, three, even five years.

from “ASML’s EUV Monopoly, High-NA Transition, and the Chip Supply Bottleneck for AIscore 0.90
opinion
Piero Cipollone
4 May

Early design choices for DLT architectures will determine the system's lock-in configuration and whether tokenisation gains are broadly distributed.

from “Tokenisation, central bank money and safeguarding monetary policy in a DLT-based financial…score 0.90