Blood and Treasuries America will regret Scott Bessent’s bond-market misadventures But expect them to continue, so long as government debt s...
WARSH CHARTS A FORWARD-LOOKING PATH FOR THE FED AT JACKSON HOLE / THE FINANCIAL TIMES MARKETS INSIGHT
Warsh charts a forward-looking path for the Fed at Jackson Hole This might be remembered as a moment when the central bank switched approach...
A NEW WORLD ORDER IS COMING. WE AREN`T READY / THE NEW YORK TIMES GUEST ESSAY
A New World Order Is Coming. We Aren’t Ready. By Margaret MacMillan An illustration of a globe with different sections cut and repositioned....
GEOPOLITICS AND DOLLAR COLLAPSE / MACLEOD FINANCE
Geopolitics and dollar collapse Soaring energy costs will drive bond yields up and the dollar down. Military failures in West Asia and Ukrai...
HUNTER BIDEN (AND HIS LAPTOP) ENTER THE CRYPTOSPHERE WITH NEW MEME COIN / THE WALL STREET JOURNAL
Hunter Biden (and His Laptop) Enter the Cryptosphere With New Meme Coin The personal computer that launched a thousand memes will debut this...
WHERE WILL THE GLOBAL BOND ROUT HIT GROWTH AND EQUITIES? / PROJECT SYNDICATE
Where Will the Global Bond Rout Hit Growth and Equities? In the US, the recent rise in bond yields is largely driven by structural factors l...
THE GOLDEN BRIDGE TO MONETARY MULTIPOLARITY / PROJECT SYNDICATE
The Golden Bridge to Monetary Multipolarity Gold has overtaken US Treasuries as the world’s top reserve asset because it offers a solution t...