MARKET TURMOIL AHEAD? / MACLEOD FINANCE

Market turmoil ahead? US equity markets seem ripe for a significant pullback, or even a severe bear market, with bond yields unlikely to fal...

AN IDIOSYNCRATIC VIEW OF TWO WARS / GEOPOLITICAL FUTURES

An Idiosyncratic View of Two Wars By: George Friedman There are two major wars being fought.  One, between Ukraine and Russia, has been ragi...

IS RED TAPE STRANGLING EUROPE´S GROWTH? / THE FINANCIAL TIMES BIG READ

Is red tape strangling Europe’s growth? Officials and companies fear the costs of complying with new environmental laws are smothering the E...

MEXICO IS DIVERGING FROM NORTH AMERICA -- WASHINGTON SHOULD BE WORRIED / THE FINANCIAL TIMES OP EDITORIAL

Mexico is diverging from North America — Washington should be worried Claudia Sheinbaum’s commitment to the ‘Fourth Transformation’ puts at ...

NEUTRAL RATES AND XI´S WHATEVER IT TAKES / CREDIT BUBBLE BULLETIN

Neutral Rates and Xi's Whatever it Takes Doug Nolan  September 27 – Bloomberg:  “Chinese equities capped their biggest weekly rally sinc...

HIZBULLAH SEEMS TO HAVE MISCALCULATED IN ITS FIGHT WITH ISRAEL / THE ECONOMIST

History repeating Hizbullah seems to have miscalculated in its fight with Israel But neither side would gain from a ruinous and pointless wa...

WHAT XI JINPING GETS WRONG ABOUT CHINA´S ECONOMY / THE ECONOMIST

Electric cars and more What Xi Jinping gets wrong about China’s economy Despite his protestations, the country does have an overcapacity pro...