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
A Pleasant Fiction: Part II November 1, 2025 Categories: Central Bank, Credit, Economics, Education, Federal Reserve, Monetary Policy From Rome to Washington: The Historical Battle Between Presidents and the Federal Reserve Read more
A Pleasant Fiction: Part I September 16, 2025 Categories: Federal Reserve, Central Bank, Credit, Economy, Fiat Currency, Inflation, Interest Rates, Monetary Policy Fed Independence and Game Theory Read more
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