The Fed’s Great Reset
Only a few weeks ago, markets were obsessed with one question. When would the Federal Reserve start cutting rates again? Today, they are asking a...
Tag: interest rates
The Bond Market Has Spoken
The war may be fading. The bond market is not. Since the announcement of the fragile US-Iran agreement, investors have rushed to celebrate the return...
Japan Joins the Global Tightening Club
For nearly three decades, Japan occupied a unique place in global finance. While the rest of the world worried about inflation, Japan worried about deflation....
The American Consumer Is Losing the Inflation War
For months, investors searched desperately for signs that inflation was finally under control. They may have been looking in the wrong place. The latest US...
The Monster Beneath the Treasury Market
For years, investors believed the greatest danger facing the bond market was inflation. They were wrong. Inflation was only the trigger. The real danger was...
America’s Inflation Problem Is Becoming Structural Again
For nearly two years, markets repeated the same comforting narrative: inflation was temporary, growth was slowing, and the Federal Reserve would eventually be forced to...
The Rupee Crisis Forces India Into Financial Survival Mode
After weeks spent defending the rupee through interventions, import restrictions and emergency measures, New Delhi has finally acknowledged an uncomfortable reality: domestic tools alone are...
When Japan Stops Financing America
For years, global investors repeated the same mantra almost mechanically: whenever uncertainty rises, buy dollars. Wars, crises, recessions, banking stress, geopolitical fragmentation, everything ultimately reinforced...
Europe’s Inflation Trap Returns
For months, central bankers tried to convince themselves that inflation was dying peacefully. The post-pandemic shock was supposedly fading. Supply chains were normalising. Energy prices...