WWWD? By John Mauldin There is a lot to unwrap this week. We’re going to explore what happened at the Fed, and what changes we can expect. ...
THE UAE DOUBLES DOWN ON ISRAEL AND AMERICA / THE ECONOMIST
Geopolitics and the Gulf The UAE doubles down on Israel and America The consequences of the Emirates’ departure from OPEC Photograph: Getty ...
CHINA DOES HAVE ONE POWERFUL LEVER TO BOOST CONSUMPTION / THE FINANCIAL TIMES OP EDITORIAL
China does have one powerful lever to boost consumption A permanent cut in the payroll tax could benefit workers and the world Steven Barnet...
GOLD: DIGGERENCES OF OPINION / MACLEOD FINANCE
Gold: differences of opinion Why goes the gold price fall when war risk increases, and rise when tension relieves? And if oil goes up, why i...
THE U.S. COULD LOSE THE SPACE RACE TO CHINA / THE WALL STREET JOURNAL OP EDITORIAL
The U.S. Could Lose the Space Race to China The Artemis II mission was impressive, but America trails by many measures. By Stephen Buono A C...
HOW WORRIED SHOULD WALL ST. BE ABOUT THE STABLECOIN THREAT TO DEPOSITS? / THE FINANCIAL TIMES MARKETS INSIGHT
How worried should Wall St be about the stablecoin threat to deposits? The risk to US banks is real in theory but difficult to realise in pr...
HOW STRATEGIC INVESTMENT IS REDEFINING ECONOMIC STATECRAFT / PROJECT SYNDICATE
How Strategic Investment Is Redefining Economic Statecraft In a global economy defined by intertwined supply chains and cross-border capital...