Why Are Interest Rates High? September 10, 2026 Categories: Bond Market, Central Bank, Economy, Government Bond Yields, US Treasuries Understanding the Dual Engines Driving Global Yields Back to Historical Norms Read more
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
Quarterly Market Report October 6, 2025 Categories: Central Bank, Fiat Currency, Gold, Inflation, Market Update, Monetary Inflation, Quarterly Commentary, US Dollar, US Treasuries Echoes of Rome: Money, Power, and Today's Financial Markets Read more
