WHY CHINA IS DOUBLING DOWN ON ITS EXPORT-LED GROWTH MODEL / THE FINANCIAL TIMES BIG READ

Why China is doubling down on its export-led growth model The country plans to reinforce its dominance of global manufacturing, despite pers...

SHOULD LATIN AMERICA ADOPT THE DOLLAR? / THE WALL STREET JOURNAL OP EDITORIAL

Should Latin America Adopt the Dollar? The pros and cons of a common currency. By Judy Shelton Dado Ruvic/Reuters The removal of Venezuelan ...

WILL DOLLAR DOMINANCE SURVIVE DIGITAL MONEY? / PROJECT SYNDICATE

Will Dollar Dominance Survive Digital Money? Depending on how they are designed, the rails conveying digital money can underpin an open mone...

2025 YEAR IN REVIEW / CREDIT BUBBLE BULLETIN

2025 Year in Review Doug Nolan  With 2026 raging, let’s get a “year in review” wrapped up and quickly move on.  It was a year for the histor...

COUNTERPARTY RISK IN SILVER EXPOSED / MACLEOD FINANCE

Counterparty risk in silver exposed That TD Securities traded silver short and taken losses not once but twice alerts us to increasing count...

CENTRAL BANKS ENTER THE GOLD TRADE TO CHOKE OFF SMUGGLING / THE FINANCIAL TIMES

Central banks enter the gold trade to choke off smuggling More countries are buying directly from artisanal miners as trafficking robs them ...