How AI Could Reinforce Dollar Dominance While policymakers and economists debate the future of dollar dominance, AI companies, cloud provide...
THE U.S. AS THE WORLD`S ROBBER BARON / PROJECT SYNDICATE
The US as the World’s Robber Baron Like the Gilded Age robber barons, the United States under President Donald Trump is using trade policy t...
BOND YIELD BREAKOUT / CREDIT BUBBLE BULLETIN
Bond Yield Breakout Doug Nolan Note to readers: Many of the yields and indicators referenced below can be viewed in chart form at the new s...
DEBT TRAPS ARE BEING SPRUNG EVERYWHERE / MACLEOD FINANCE
Debt traps are being sprung everywhere The threat to government finances from rising bond yields is becoming apparent to investors. They are...
WHEN CHINA`S OPEN-SOURCE AI IS A TRAP / THE ECONOMIST
The Telegram When China’s open-source AI is a trap America’s quest for AI dominance is scary. China is not the solution Illustration: Chloe ...
TRUMP`S PLAN FOR EUROPE IS FALLING APART / THE FINANCIAL TIMES OP EDITORIAL
Trump’s plan for Europe is falling apart The US president has a genius for alienating existing and potential allies Gideon Rachman © James F...
THE REAL COMPETITIVENESS TRAP / PROJECT SYNDICATE
The Real Competitiveness Trap Policymakers obsessed with competitiveness both in Europe and beyond need to abandon old orthodoxies. New rese...
YES, THE HONG KONG OF OLD IS OVER / PROJECT SYNDICATE
Yes, the Hong Kong of Old Is Over The pro-China camp continues to tout Hong Kong’s resilience, recently pointing to the fact that the city h...