The U.S.-Japan Yen Intervention August 10, 2026 Categories: Bond Market, Carry Trade, Central Bank, Federal Reserve, Geopolitics, Government Bond Yields, Japan, Monetary Policy, US Treasuries, Yen Why the first joint currency defense since 1998 was never really about the yen. Read more
Chokepoint April 6, 2026 Categories: Bonds, Central Bank, China, Economics, Geopolitics, Market Update, US Treasuries Energy, War, and the Twenty-One Miles That Control the Global Economy Read more
The Price of Petrodollars March 13, 2026 Categories: China, Commodities, Economy, Fiat Currency, Geopolitics, Gold, Inflation, US Dollar Conflict, Fiat, and the Return to Gold Read more
Russian Frozen Reserves June 27, 2024 Categories: Central Bank, US Treasuries, Geopolitics, Gold, Bonds Consequences of the United States freezing $300 billion in Russian central bank reserves. Read more
