The US and China Need to Talk The biggest hurdle to US-China trade talks is that Donald Trump doesn’t know what he wants to achieve with tar...
WHALES AND MINNOWS SWIMMING TO GOLD / VON GREYERS
Whales AND Minnows Swimming to Gold By Matthew Piepenburg Many, from Elliot Wave experts to the dollar-hugging faithful, are asking if we ar...
LATIN AMERICA SHOULD TAKE THE LONG VIEW ON TARIFFS / PROJECT SYNDICATE
Latin America Should Take the Long View on Tariffs America’s tariff onslaught is less a passing whim than an attempt to reconfigure global e...
THE TYPICAL AND THE ATYPICAL / CREDIT BUBBLE BULLETIN
The Typical and Atypical Doug Nolan In a way, it’s all coming down as it typically would. “Risk off” gains sufficient momentum to spark des...
TARIFFS WITHOUT INDUSTRIAL POLICY WON´T WORK / THE FINANCIAL TIMES OP EDITORIAL
Tariffs without industrial policy won’t work It’s a lesson that the White House should learn if it wants to build up manufacturing in Americ...
A GENTLE REMINDER OF THE ROLE OF CREDIT / MACLEOD FINANCE
A gentle reminder of the role of credit This article reminds us of the relationship between credit, including currencies, and gold. It all g...
STAGFLATION FOR THE AGES / PROJECT SYNDICATE
Stagflation for the Ages The supply-chain disruptions during the pandemic look almost quaint compared to the fundamental reordering of globa...
THE NEW SCIENCE OF AGING CAN PREDICT YOUR FUTURE / THE NEW YORK TIMES OP EDITORIAL
The New Science of Aging Can Predict Your Future By Eric Topol An illustration of a clock that’s missing its hour and minute hands. / Credi...