The US is driving Japan into bankruptcy – The debt crisis in September August 13, 2026 The US Treasury Department is joining forces with Japan to confront investors betting against the yen: but who really holds the stronger bargaining chips…
European NATO demands joint borrowing of 5 trillion from Europe to prepare for war July 16, 2026 Brussels seeks to act as a geopolitical force with increased common spending, but without any agreement on who will ultimately bear the cost. At…
China is gradually abandoning American debt, fearing a collapse of the US economy June 25, 2026 For the first time since the end of World War II, the dollar is no longer seen as the sole and undisputed foundation of…
Risk of hyperinflation in the US – The Persian Gulf Kingdoms will not buy surplus dollars, but yuan May 28, 2026 Geopolitical developments affect the global economy in real time and the US no longer has the power to deal with the consequences of the…
The world is moving from a regime of deflationary globalization to a regime of geopolitical inflation May 28, 2026 Investors around the world continue to act as if the AI boom is more important than the bond market. And they are giving US…
What do we expect from the markets? February 5, 2026 Increased positions in stocks, maintaining cash at historically low levels, optimism about global growth and corporate profits, but also fears about geopolitical conflicts and…
EU Dilemma: Use the Anti-Coercion Instrument (ACI) or Liquidate $8 Trillion in US Bonds and Stocks January 22, 2026 The impact on the euro from US President Donald Trump’s new trade threats to European governments over Greenland may be limited, as the United…
France: Borrowing – mammoth 310 billion euros in 2026 with emergency measures to avoid bankruptcy January 8, 2026 The French government plans to borrow a record 310 billion euros from the markets in 2026 – despite starting the year without a fully…
If China and Japan sell off U.S. bonds, they will lead the U.S. into an economic death spiral January 8, 2026 As Donald Trump’s White House ramps up debt issuance to cover its ballooning budget deficit, it will inevitably turn to Asia—the region is home…