The grip of speculative hedge funds on the Eurozone – they account for more than 50% of market transactions October 22, 2026 The Eurozone faces a source of instability that originates not within finance ministries, but in international financial markets. Hedge funds are steadily expanding their…
The collapse of the US bond market and the dangerous, circularly funded AI bubble October 8, 2026 The mathematically inevitable collapse of the US bond market and the dangerous, circularly funded AI bubble are pushing the global economic edifice to its…
Massive repurchase of long-term debt by America August 20, 2026 The U.S. Treasury Department is expanding its long-term debt repurchase program, sending bond yields lower. The announcement comes at a time when markets are…
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…