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Category: Uncategorized

Ceasefire Without Peace

  • J-P. Pizzini
  • April 22, 2026
  • Uncategorized
Donald Trump has extended the ceasefire with Iran, but only in the peculiar modern sense of the term, where a truce is prolonged, threats continue,...
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Victory? May be but Without Control

  • J-P. Pizzini
  • April 2, 2026
  • Uncategorized
Donald Trump went on television to declare that the war was nearly over. Markets heard something else entirely. Five weeks into a conflict that was...
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The Empire of Threats Meets the Price of Reality

  • J-P. Pizzini
  • March 30, 2026
  • Uncategorized
The war has entered its second month, and what is becoming visible now is not American strength, but American exposure. Over the weekend, missile strikes...
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No Cuts, No Illusions: The Fed Rediscovers Inflation

  • J-P. Pizzini
  • March 20, 2026
  • Uncategorized
There are moments when central banks guide markets. And there are moments when they remind them, quietly but firmly, who is still in charge. This...
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Japan Pulls the Thread, the Bond World Unravels

  • J-P. Pizzini
  • January 21, 2026
  • Uncategorized
A sudden surge in volatility on the Japanese government bond market is no longer a local curiosity. It is fast becoming a global stress test....
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The Great Tariff Reboot: Old Ideas, New Damage

  • J-P. Pizzini
  • August 7, 2025
  • Uncategorized
Donald Trump’s radical new tariff regime officially kicked in this week, marking yet another act in his headline-grabbing, trade-remoulding drama.After months of policy whiplash, the...
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  • HOME
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