Episode notes
EP 16:
Seven central banks decide in 72 hours. The AI chip rule that vanished. And the China data nobody read. Description: Episode 16 of Guilded News breaks down the most concentrated week of central bank decisions in recent memory, seven banks in 72 hours, all answering the same question about the oil shock. We trace the 15-day paper trail of an AI chip export rule that appeared on OIRA, then vanished before Nvidia's GTC keynote. And we surface China's weekend economic data that beat every estimate, industrial output, retail sales, and investment, all measured before the war started.
Primary sources: S&P Global, OIRA, Reuters, Bloomberg, NY Fed, NBS via SCMP.
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Episode 16: "Super Week: Seven Banks, One Question" Release: Tuesday, March 17, 2026