INFLATION DOESN`T COOPERATE / JOHN MAULDIN´S WEEKLY NEWSLETTER

Inflation Doesn’t Cooperate John Mauldin There is so much going on, it is hard to know where to begin.  CPI just came out, the Republican ...

IRAN`S PROXIES ARE GOING THEIR OWN WAY / THE ECONOMIST

Diminishing returns Iran’s proxies are going their own way After three years of war, the axis of resistance is no longer an axis Photograph:...

ANTHROPIC`S $2TN IPO PUTS POWERFUL EXTERNAL TRUSTEES IN SPOTLIGHT / THE FINANCIAL TIMES

Anthropic’s $2tn IPO puts powerful external trustees in spotlight Public-market scrutiny will intensify pressure on the Claude maker’s unusu...

THE FED AND THE TREASURY ARE IN DENIAL / PROJECT SYNDICATE

The Fed and the Treasury Are in Denial For most of the postwar era, the United States has enjoyed a privileged position as an issuer of both...

SOMETHING ALARMING IS ABOUT TO HAPPEN IN GERMANY / THE NEW YORK TIMES OP EDITORIAL

Something Alarming Is About to Happen in Germany By Hans Kundnani A scrunched-up poster of Alice Weidel’s face on the ground, with one big b...

TOKENISED GOLD COULD BE EXEMPT FROM FUND REGULATIONS UNDER FCA PROPOSAL / THE FINANCIAL TIMES

Tokenised gold could be exempt from fund regulations under FCA proposal Regulator considers bespoke regime as it bids to unlock more of Lond...

TEN-YEAR TREASURY YIELD HITS 5% FOR FIRST TIME SINCE 2023 / THE FINANCIAL TIMES

Ten-year Treasury yield hits 5% for first time since 2023 Rise in US borrowing costs takes world’s most important financial gauge into peril...

BONDS TAKING CHARGE AND Q2 `26 Z.1 / CREDIT BUBBLE BULLETIN

Bonds Taking Charge and Q2 '26 Z.1 Doug Nolan The global bond market rout this week showed signs of turning disorderly.  Ten-year Treasu...