Ryan Tran cover
Ryan Tran

Ryan Tran

@ryantranca

Fact Check: China Is Not Selling US Treasuries - FREE

Fact Check: China Is Not Selling US Treasuries - FREE

China holds three times the reported figure

Ryan Tran•
China Shock 2.0: From EVs to a New Industrial Order

China Shock 2.0: From EVs to a New Industrial Order

When China no longer just sells for less, but begins to replace the deepest layers of the global value chain

Ryan Tran•
Reserve Management Purchases Meet Kevin Warsh

Reserve Management Purchases Meet Kevin Warsh

What is the true measure of liquidity, and will Kevin Warsh turn off the money tap?

Ryan Tran•
Hormuz Blockade: One Shock, Two Restructurings

Hormuz Blockade: One Shock, Two Restructurings

From the Persian Gulf to the Rust Belt: The Hormuz Shock and America's Reindustrialization Gambit

Ryan Tran•
Oil Above $100, Where Is the Japanese Yen Headed?

Oil Above $100, Where Is the Japanese Yen Headed?

How Long Can the BOJ Defend the Yen?

Ryan Tran•
WHY IS THE UAE ASKING THE US FOR A SWAP LINE?

WHY IS THE UAE ASKING THE US FOR A SWAP LINE?

When Currency Becomes a Weapon, Who Controls the Global Dollar System?

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Canada Economic Outlook 2026

Canada Economic Outlook 2026

Majority Government—But Markets Won't Wait for Parliament

Ryan Tran•
Private Credit: Not 2008 — But Most Dangerous Since 2008

Private Credit: Not 2008 — But Most Dangerous Since 2008

Valuation Opacity and Illusion of Liquidity: Private Credit's First Stress Test

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Is Manufacturing Coming Back to the U.S.?

Is Manufacturing Coming Back to the U.S.?

Reshoring: The Reality Behind the 'American Factory' Dream

Ryan Tran•
How Could Oil Prices Drag Down the US Economy?

How Could Oil Prices Drag Down the US Economy?

What Scenario Would Lead to Recession?

Ryan Tran•
Oil Price Pressure on Economy and Policy

Oil Price Pressure on Economy and Policy

Can the Fed Still Cut Rates This Year?

Ryan Tran•
Ghost GDP: AI Boosts GDP but Leaves Society Poorer

Ghost GDP: AI Boosts GDP but Leaves Society Poorer

Will AI Replace or Create Jobs?

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