Big Mistake! The borrowing cost of Greece and the South of the EU is close to that of Germany and France August 14, 2025 How much do bond markets want to drive us crazy, while those who are not involved in the subject give investment advice? At a…
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…
Markets demand fiscal discipline – US, France, Britain and Italy on the brink of the abyss July 24, 2025 The fiscal position of many advanced economies has deteriorated dramatically, it is now a well-established picture. The nightmare of the debt crisis has shifted…
The Five reasons for gold’s sudden jump and the slow death of the dollar July 24, 2025 Gold is not just a hedge against risk in the midst of an economic crisis – it is becoming a core asset class in…
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….
Nine indicators that indicate a high probability of an economic crisis in the United States May 8, 2025 The financialization of the economy in the last quarter of the 20th century created a global “bubble” that is now bursting, starting with the…
Emerging markets: World Bank issues warning on debt May 1, 2025 Growing uncertainty in global trade is exacerbating the already serious problems of rising debt and sluggish growth faced by emerging market and developing countries….
How will the “punishers” of the bond market be eliminated in 3 moves? The battle for the 10-year May 1, 2025 Donald Trump’s retreat, as many mainstream media outlets have pointed out, was not so much driven by the bloodshed on Wall Street as by…
Debt restructuring using tariffs is a risk for the dollar March 27, 2025 The successful Plaza Accord of the 1985s is now apparently serving as inspiration for the administration of US President Donald Trump, as it seeks…