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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In its eternally Confucian fashion, China responded to Donald Copperfield’s latest tariff tantrum with a polite bow and a proverb-worthy reminder of his “double standards.”

The Ministry of Commerce noted, with serene understatement, that bullying a nation that has already distanced itself from ‘Trumperialism ‘might not be the wisest path.
A lesson straight from every teahouse in Asia is: “One who waves tariffs like a sword should not be surprised when trade harmony flees the room.”
The same Keynesian wizards who flung open borders to usher in digital IDs and total control are usually the green zealots preaching climate doom to deepen poverty—so of course, UK Prime Minister ‘Keith Starmer’ now blames “climate change” for the migrant chaos at home.

https://x.com/WallStreetMav/status/1972400647539708397
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The UK is now ready to hand out “climate refugee” status to anyone fleeing bad weather, because apparently floods and heatwaves are the new passports.

Unreleased citizenship programs will cater to these environmental migrants—of which the IOM predicts a whopping 1 billion in the next 30 years.

The UN first coined “climate refugee” in 1985, then wisely decided it was offensive; today, it’s “persons displaced by disasters and climate change,” a bureaucratic euphemism for weather-based immigration. Meanwhile, WHO warns that 216 million people will be forced to move by 2050 and insists health systems must bend over backward to serve these climate travelers—because nothing says global governance like planning hospitals around hurricanes and monsoons.

https://vnz.bz/articles/New-Criteria-for-UK-Citizenship-Programs-Targeting-Climate-Change-Refugees-in-2025/
Every globalist think tank loves a good climate scare—it’s the perfect power grab.

Suddenly, “climate change” justifies open borders and mass migration, while the same influx becomes the excuse for tighter surveillance and shrinking freedom at home.

Climate crisis or control crisis? With these people, crisis are always a reason to become more authoritarian.
While the YOLO crowd remain focused on the AI pipe dream and crypto holograms, the reality of the numbers which never lied rather than supposedly experts bragging fake news on legacy mass media and Wall street ‘banksters’ who spread what they can make money of rather than for their clients, the reality is that since the start of this jubilee year, Gold the antic barbaric relic has outperformed its fool digital peer. The same is true for Dr Copper which have also outperformed Bitcoin since the start of this year.
Anyone who trusts market signals over government fairy tales knows that the Bitcoin-to-Gold ratio—just like the S&P 500-to-Gold ratio—is the canary in the coal mine for what’s next: an inevitable shift from today’s inflationary boom high to tomorrow’s inflationary bust. And when historians look back, they’ll have a perfect name for it—the Trump Stagflation.
For equity investors, the coming economic bust will make one thing clear: when the Bitcoin-to-Gold ratio tanks, it’s time to sell the rips in energy consumers like IT and buy the dips in energy producers like Oil & Gas—the real winners when reality kicks in.
In a nutshell, while the YOLO crowd chase AI dreams and crypto mirages, gold and copper quietly steal the show—reminding everyone that when the Bitcoin-to-Gold ratio sinks, the boom is over, the bust begins, and “Trump Stagflation” becomes the next chapter in financial comedy.
While ‘Tariff Man’ was busy turning peace in the East Mediterranean into a luxury blockchain ‘Trump Riviera’, the dutiful Gouda-loving EU governments jumped in to help Uncle Sam keep China out of the semiconductor playground. Taiwan runs the chips, China claims Taiwan, and the West responds with economic warfare. Case in point: the Dutch seized Chinese-owned Nexperia—not for breaking any rules, just for having the “wrong” owner. Using a 1952 law meant for emergencies, The Hague now controls Nexperia’s board, freezes operations, and ousts the CEO, all to “protect essential goods.” Translation: welcome to the new world of corporate chess, where nationality matters more than legality, and governments play kingmaker while the rest of us watch popcorn in hand.

https://www.cnbc.com/2025/10/13/dutch-government-takes-control-of-chinese-owned-chipmaker-nexperia.html
US and EU companies that cashed in on China should be sweating: the Dutch seizure of Nexperia proves once again that “national security” trumps property rights. This is exactly the pattern—governments retreating behind borders, ignoring the rule of law, and letting economic warfare lead the charge. World War III won’t start with bombs; it has already started with boardrooms and balance sheets.
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Welcome to the new world order: governments playing kingmaker in boardrooms, where “national security” crushes property rights and economic warfare, not bombs, kicks off World War III.
On the Egyptian Riviera, with “Sata-Nyahu” conveniently missing and a crowd of obedient “Tumperialism” disciples posing for the cameras, the self-proclaimed “Peace Maker in Chief” struck yet another photo-op pose. The Real Global South (Russia; China) wisely skipped the show, knowing this “ceasefire” is about as sturdy as a butterfly’s wing in a sandstorm. Just like the promises of Anchorage, it’ll melt faster than snow in the Sahara—though it does come with a lovely side of tokenized real estate deals for those willing to “build peace” under the fine print of the same nepotistic plutocracy lounging around the 47th floor.
One of the newest BRICS members that’s starting to look suspiciously like a Trojan Horse in the Global South is Indonesia’s Commander-in-Chief, who, caught on a hot mic with Donald Copperfield, casually asked for Donald Jr. and Eric’s phone numbers—presumably to cut a tokenization deal. After all, nothing says “strategic alliance” like joining the ‘Pax Judaica’ club, where money can buy just about anything… even a “genocidal pardon” with a loyalty card discount.



https://www.tiktok.com/@channelnewsasia/video/7560892821079706897?is_from_webapp=1&web_id=7547131000448714258
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Elected on the promise to drain the swamp and chase the poisoners’ mafia, Donald Copperfield has instead found himself swimming happily in the same toxic waters. Fresh from his “comprehensive” health check (translation: PR stunt) and a cozy photo-op with the Vaccinator-in-Chief, the self-proclaimed saviour of MAHA proudly announced that he’s updated his vaccine booklet—because nothing says “freedom” quite like mandatory injections wrapped in patriotic slogans.

https://wltreport.com/2025/10/11/just-president-trump-gets-covid-booster-shot/
After nearly nine months on the throne, it’s clear that Donald Copperfield isn’t spreading either MAHA or MAGA — he’s perfecting MANA: Make Aristocrats Nobler Again.

The Washington plutocracy, once subtle in its corruption, now proudly parades as a narcissistic nepotism regime where enrichment is policy and illusion is governance.
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In his first sermon since the Fed reignited the rate-cut bonfire—while Washington’s shutdown circus plays on—Jerome “Cautious-as-Ever” Powell preached moderation. Asked if tariffs might keep inflation sizzling, he admitted it’s a risk but quickly pivoted to his favorite hymn: “labor market weakness.” He also hinted that the Fed will soon stop shrinking its balance sheet—because apparently, even money printers need a coffee break.



https://www.federalreserve.gov/newsevents/speech/powell20251014a.htm
When “Tariff Man” quarrels with his soybean buyers and threatens to boycott cooking oil, wise men in the East quietly plant the seeds of tomorrow’s empire. Thus, while the West fumes, Russia and China sail—approving a grand plan for the Northern Sea Route.


https://www.orfonline.org/expert-speak/understanding-the-potential-of-the-northern-sea-route
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And on October 13, 2025, the first container from Ningbo to Europe reached Felixstowe in just 20 days — proving that while Tariff Man talks trade wars, the East simply rewrites the map.

https://sputnikglobe.com/20251014/russia--china-to-set-record-for-container-freight-traffic-via-northern-sea-route---rosatom-1122957042.html
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The Northern Sea Route offers a safer, faster, and more geopolitically convenient path—bypassing seas patrolled by the imperialistic American armada while trimming both fuel bills and freight times.

In short, it’s the trade route for those who prefer profits over politics.