BOND COLLAPSE IS COMING / MACLEOD FINANCE

Bond collapse is coming Long maturity bond yields are breaking out on the upside. Steepening global yield curves signal an imminent crisis i...

WHAT CAN REALLY CURE DEFLATION IN CHINA? / THE FINANCIAL TIMES MARKETS INSIGHT

What can really cure deflation in China? Cutting excess capacity is not enough — Beijing must rebalance towards consumption Chetan Ahya A pi...

THE SHUTDOWN OF OCEAN CURRENTS COULD FREEZE EUROPE / THE ECONOMIST

Climate tipping-points The shutdown of ocean currents could freeze Europe When climate change poses a strategic threat, it needs a strategic...

INVESTORS BEWARE THE DANGERS LURKING IN PRIVATE CREDIT / THE FINANCIAL TIMES OP EDITORIAL

Investors beware the dangers lurking in private credit For some observers, the rapid rise of this asset class invites unsettling historical ...

THE FEDERAL RESERVE DOESN´T HAVE TO BE AN ENEMY OF GROWTH / THE WALL STREET JOURNAL OP EDITORIAL

The Federal Reserve Doesn’t Have to Be an Enemy of Growth A larger-than-expected September rate cut and broad reforms would make America pro...

TO SELL FANNIE AND FREDDIE, TRUMP MUST ANSWER A US$ 7TRN QUESTION / THE ECONOMIST

Liquid courage To sell Fannie and Freddie, Trump must answer a $7trn question Investor optimism means the duo are outperforming Nvidia A wom...

THE GEOPOLITICS OF DRUGS / GEOPOLITICAL FUTURES

The Geopolitics of Drugs By: George Friedman Last month, President Donald Trump declared – not for the first time – the drug cartels in Lati...

LEO TOLSTOY´S SEARCH FOR THE MEANING OF LIFE / THE WALL STREET JOURNAL OP EDITORIAL

Leo Tolstoy’s Search for the Meaning of Life The author and his protagonists find that they’d sought a theory in the wrong place. By Gary Sa...

BRAZIL´S BRAVE STAND AGAINST TRUMP / PROJECT SYNDICATE

Brazil’s Brave Stand Against Trump Under President Luiz Inácio Lula da Silva’s leadership, Brazil has chosen to reaffirm its commitment to t...