THE DOLLAR`S OUTER DEFENSES HAVE BEEN BREACHED / PROJECT SYNDICATE

The Dollar's Outer Defenses Have Been Breached The puzzle of why the Trump administration is so concerned with a falling yen has histori...

BESSENT`S GAMBIT PART TWO / CREDIT BUBBLE BULLETIN

Bessent's Gambit Part Two Doug Nolan  Nineteen days after intervening to support the yen (first joint intervention since 1998), Treasury...

INDIA AND CHINA`S PARADOXICAL RELATIONSHIP / GEOPOLITICAL FUTURES

India and China’s Paradoxical Relationship The nuclear-armed rivals are locked in a military standoff while becoming deeper economic partner...

THE EXODUS FROM ISRAEL / THE FINANCIAL TIMES BIG READ

The exodus from Israel Immigration is at the heart of the country’s self-image. But people have been leaving James Shotter in Jerusalem © Jo...

IT WON`T TAKE MUCH TO BURST THE STOCK MARKET BUBBLE / BLOOMBERG

It Won’t Take Much to Burst the Stock Market Bubble By Bill Dudley The US equity market is in bubble territory, with metrics such as the Shi...

GLOBAL TAX REFORM IS THE KEY TO A FAIR AI ECONOMY / PROJECT SYNDICATE

Global Tax Reform Is the Key to a Fair AI Economy The rise of AI has highlighted how the global tax system is ill-suited to capture the prof...