GLOBAL MACRO INSIGHTS

China’s Gold Play: How Bullion Helps Beijing Needle Trump—and the Dollar

The blistering rally in gold is nudging China a little closer to its long-stated ambition: a world less tethered to US-centred finance.Beijing has been stockpiling...

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...

Washington Flirts with Risk: US Regulators Eye Looser Capital Buffers for Megabanks

In what might generously be described as a curious interpretation of “financial stability,” the United States’ top banking regulators are reportedly considering a reduction of...

U.S. Treasuries: From Safe Haven to Market Hazard?

The great Treasury selloff is gaining steam—not in a good way. For the third day running, long U.S. government bonds have come under heavy fire,...

The US debt: the new markets’ highlight

The US and the world are seeing a new risk approach: the limit that Congress imposes on the total borrowing of the Treasury. This number,...

GLOBAL MACRO INSIGHTS

Tag: US Treasury

China’s Gold Play: How Bullion Helps Beijing Needle Trump—and the Dollar

The Great “Devaluation Trade”: When Safe Havens Aren’t So Safe, and Risk Isn’t So Risky

Washington Flirts with Risk: US Regulators Eye Looser Capital Buffers for Megabanks

U.S. Treasuries: From Safe Haven to Market Hazard?

The US debt: the new markets’ highlight

The Blog

Get in Touch