WWWD? / JOHN MAULDIN`S WEEKLY MEWSLETTER

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...

THE AI RUSH IS HITTING A BOTTLENECK / THE ECONOMIST

Silicon ceiling  The AI rush is hitting a bottleneck Hardware-makers are failing to invest enough to keep up with demand                    ...

AMERICA`S BID FOR ENERGY SUPREMACY IS BEING FORGE IN WAR / THE FINANCIAL TIMES

America’s bid for energy supremacy is being forged in war The US stands to benefit as war in Iran reshapes oil and gas flows, but Europe and...