Will Japan become the next center of a global debt crisis? November 27, 2025 The sell-off in Japanese bonds is a warning to global economies. As yields – particularly at longer maturities – soar and demand collapses, Japan…
Gold price surge paves the way for bond market Armageddon October 16, 2025 The messages sent by the gold price surge are ominous for markets and economies. Case in point: On Saturday, October 4, Japan got a…
The ECB is secretly rescuing France, while in 2010 it threw Greece into the jaws of the markets October 16, 2025 The European Central Bank (ECB), especially after the Greek adventure, has a long history of intervening in government bond markets in order to contain…
Why are US stocks living in an alternate reality? September 11, 2025 Stocks seem to be moving in an alternate reality: while indices are hitting historic highs and the market is in a bullish recovery, the…
Bretton Woods III from Russia, China and India with a Chinese wall of gold, energy and commodities August 28, 2025 Beyond the fading glory of the G7 and G20 — groups of states formed in the aftermath of World War II and now mired…
Hybrid economic warfare: Scenarios for a massive sell-off in American assets and the “nuclear solution” July 31, 2025 US bond yields are rising amid concerns about inflation and monetary policy, putting significant pressure on the US’s already tight fiscal position. If President…
Risk of another bank run – How is the US banking system hiding losses on government bonds? June 19, 2025 Accounting rules are designed to enhance transparency and facilitate accurate financial valuation, but they can also mask an organisation’s true financial health. Today, a…
Bond Markets: Reduce Debt and Deficits – deficits will not be financed by the markets June 5, 2025 The Land of the Rising Sun is not generally of much interest to global investors — until something goes really wrong, when it does….
The Fed is secretly buying billions of dollars worth of US bonds – What does this mean? May 22, 2025 The US Federal Reserve has quietly made a major move — in four days last week, without any publicity, the Fed has withdrawn $43.6…