All Together Now May 15, 2025 Categories: China, Economics, Emerging Markets, Fiat Currency, Inflation, Monetary Policy, US Dollar, US Treasuries Harnessing the will to work together Read more
Japan - Land of Rising Debt December 12, 2024 Categories: Japan, Central Bank, Fiat Currency, Gold, Government Bond Yields, Inflation, Monetary Policy Lessons from financial repression in Japan. Read more
Global Credit Outlook - Q4 2024 November 21, 2024 Categories: Bond Market, Bonds, Cash, Central Bank, Credit, Currencies, Economics, Federal Reserve, Fiat Currency, Gold, Government Bond Yields, Inflation, Interest Rates, US Dollar, US Treasuries How a Trump presidency may affect interest rates, the US dollar and gold Read more
History of Money - Stablecoins & Dollar Hegemony November 14, 2024 Categories: Cryptocurrency, Bitcoin, Bonds, Central Bank, Credit, Currencies, Fiat Currency, US Treasuries The future of money is transitioning to digital form with Stablecoins emerging as a big player in cryptocurrency. Ironically, this technology is feeding the growing demand for US dollars. Read more
