The Dangerous Illusion of a Weaker Greenback
The Kaplan Doctrine and the APAC WarningThe dollar is bleeding. Markets cheer the export boost. They ignore the structural decay.…
The Kaplan Doctrine and the APAC WarningThe dollar is bleeding. Markets cheer the export boost. They ignore the structural decay.…
The Illusion of the Euro Recovery ShattersThe euro is bleeding. 1.1780 was the line in the sand. The Federal Reserve…
The Geopolitical Risk Premium ReturnsThe Persian Gulf is a pressure cooker. Tehran is running out of options. For months, market…
The UNDP MirageThe machines are coming for the monsoon. Governance is the new gold. The United Nations Development Programme (UNDP)…
The Ghost in the MachineThe promise was efficiency. The reality is control. In May 2020, ING Economics suggested that central…
The illusion of legislative controlThe law is a sieve. Markets believe Congress holds the leash on trade policy. They are…
The lease is signed. The ink is dry. The White House wants a refund.Geopolitics just met the art of the…
The rhetoric is cheap. The capital is expensive. Ahead of tomorrow’s World Day of Social Justice, the United Nations Development…
The Hardware WallThe silicon is missing. The fabs are empty. Britain faces a hardware vacuum that no amount of political…
The Japanese playbook lands in MelbourneSeven & i Holdings is done with incrementalism. The retail giant is currently executing a…