MEXICO IS DIVERGING FROM NORTH AMERICA -- WASHINGTON SHOULD BE WORRIED / THE FINANCIAL TIMES OP EDITORIAL

Mexico is diverging from North America — Washington should be worried Claudia Sheinbaum’s commitment to the ‘Fourth Transformation’ puts at ...

NEUTRAL RATES AND XI´S WHATEVER IT TAKES / CREDIT BUBBLE BULLETIN

Neutral Rates and Xi's Whatever it Takes Doug Nolan  September 27 – Bloomberg:  “Chinese equities capped their biggest weekly rally sinc...

HIZBULLAH SEEMS TO HAVE MISCALCULATED IN ITS FIGHT WITH ISRAEL / THE ECONOMIST

History repeating Hizbullah seems to have miscalculated in its fight with Israel But neither side would gain from a ruinous and pointless wa...

WHAT XI JINPING GETS WRONG ABOUT CHINA´S ECONOMY / THE ECONOMIST

Electric cars and more What Xi Jinping gets wrong about China’s economy Despite his protestations, the country does have an overcapacity pro...

THE GERMAN FAR RIGHT AND THE SCARS OF REUNIFICATION / THE FINANCIAL TIMES BIG READ

The German far right and the scars of reunification More than three decades after the end of communist rule, the victory of the AfD in a sta...

COT FIGURES REVEAL GOLD NOT AS OVERBOUGHT AS FEARED / MACLEOD FINANCE

COT figures reveal gold not as overbought as feared The gold price is now being driven higher by paper markets, not Asian retail demand whic...

U.S. FOREIGN POLICY IN 2025 / PROJECT SYNDICATE

US Foreign Policy in 2025 While much is at stake in this year’s US presidential election, there will be large areas of continuity in US fore...