IS AMERICA LOSING? / VON GREYERZ

Is America Losing? By Matthew Piepenburg Below, we soberly assess the lessons of history and math against the current realities of a debt-de...

U.S.- CHINA COOPERATION REMAINS POSSIBLE / PROJECT SYNDICATE

US-China Cooperation Remains Possible Although the US has abandoned its policy of engagement with China, the strategy of great-power competi...

THE MARKET MAY HAVE FINALLY HIT A REAL RECORD, BUT IT COULD BE A PROBLEM / THE NEW YORK TIMES

The Market May Have Finally Hit a Real Record, but It Could Be a Problem Robert Shiller, the Nobel laureate, says valuations adjusted for hi...

ZHANG ZHAN / CREDIT BUBBLE BULLETIN

Zhang Zhan Doug Nolan An audience question during the annual meeting of the Foreign Bankers’ Association of Amsterdam, May 14, 2024:  “Do yo...

JAPAN WILL STRUGGLE TO RESCUE ITS PLUMMETING CURRENCY / THE ECONOMIST

A slip of the yen Japan will struggle to rescue its plummeting currency Expensive government intervention looks likely to provide only brief...

THE PERILS OF THE FED´S VAST BOND HOLDINGS / THE NEW YORK TIMES

The Perils of the Fed’s Vast Bond Holdings The Federal Reserve is shedding assets at a glacial pace, exposing the financial system to contin...

THE EUROPEAN UNION´S NEW TRIUMVIRATE / PROJECT SYNDICATE

The European Union’s New Triumvirate The new messages emanating from Europe augur a reactivation of the post-1991 Weimar Triangle of France,...