AI IS NOT ENOUGH TO ARREST CHINA`S DECLINE / THE FINANCIAL TIMES OP EDITORIAL

AI is not enough to arrest China’s decline There are other, more powerful forces weighing on the country’s economy Ruchir Sharma High-rise b...

THE HOUTHIS ARE NOT FIGHTING IRAN`S WAR / GEOPOLITICAL FUTURES

The Houthis Are Not Fighting Iran’s War Tehran's regional network is becoming less a proxy force than a coalition of autonomous partners...

HOW AI COULD REINFORCE DOLLAR DOMINANCE / PROJECT SYNDICATE

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...