macro
QUESTION: What do you think of Trump threatening to cut rates or cut off trade with everyone if the US has a trade deficit? And while you are at it, what about this deal with Putin? BR ANSWER: Trump is a borrower, not a lender. There are two sides to every coin and then there […]
Geopolitics
China's central bank buys net 100 billion yuan of sovereign bonds in September - TradingView
macro
Iran’s Dollar Surge to 270,000 Tomans Deepens Workers’ Purchasing-Power Crisis - Iran News Update
macro
Federal Reserve Board releases results of the 2025 Survey of Consumer Finances, which provides the public and policymakers with detailed insights into the economic condition of American families
Markets
Move comes after Supreme Court in June rebuffed president’s attempt to sack central banker
Geopolitics
France Is Veering Toward a Potential Debt Crisis Amid Protests and Turmoil - The New York Times
Geopolitics
Global Growth Under Pressure: The New Economics of AI, Energy Security and Sovereign Debt, 2026–2031 - https://debuglies.com
Markets
Bond giant’s investment chief warns that further sharp rise in borrowing costs is ‘feasible’ as market participants are forced to unwind losing bets
Geopolitics
French sovereign debt is the first casualty, followed by U.S. Treasuries? Is the global market feeling the impact of Japan’s rate hike? - 富途牛牛
macro
Iran’s Dollar Crisis Exposes the Limits of Regime Currency Intervention - Iran News Update
Geopolitics
Why the ECB Is Wary of Stepping Into France’s Bond Turmoil - Bloomberg.com
macro
The average 30-year mortgage has jumped to 7.49%, the highest since November 2023. This is happening while everyone continues to obsess over what the Federal Reserve will do at its next meeting as if the Fed chairman personally sets the mortgage rate at your local bank. He does not. Mortgage rates a