Mission Accomplished, Unease Remains: The Week America Blinked
Last week delivered one of those rare moments when the macro narrative briefly aligned — and in doing so, exposed its own contradictions. On one...
Tag: Japan
Dollar in Hell
Donald Trump has finally said the quiet part out loud. Asked in Iowa whether he was concerned by the dollar’s slide, the US president smiled...
Japan Pulls the Thread, the Bond World Unravels
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....
The Dollar Refuses to Die — Much to Everyone’s Annoyance
For most of the year, shorting the dollar has been the foreign-exchange world’s favourite pastime. In a $9.6 trillion-a-day market, that’s no small hobby. Yet...
The Great “Devaluation Trade”: When Safe Havens Aren’t So Safe, and Risk Isn’t So Risky
Beneath the daily whiplash of financial markets, a deeper shift may be underway. Investors are quietly rethinking what safety really means — and how to...
How to Lose Allies and Strengthen Rivals – The Washington Way
Still nursing the bruises from Donald Trump’s 50% tariffs, India has arrived at a fresh, bitter conclusion: the American president seems perfectly happy to rough...
Trump’s Tariff Tsunami: History Repeating, with a Bullhorn
President Donald Trump’s “reciprocal” tariffs are now officially in place—ushering in the highest practical import duties in over a century and delivering a thumping blow...
BOJ Rocks the Boat with a 17-Year Rate High
The Bank of Japan surprised the market by hiking its key interest rate to 0.5%, the highest level in 17 years, and adopting a notably...
Bank of Japan Hints at Possible Rate Hike Amid Unwavering Inflation Goals
The Bank of Japan (BoJ) has once again decided to keep its benchmark interest rate unchanged, clinging to the path toward its inflation target. This...