The AI Token Economy, Tokenmaxxing & The Physical AI Bottleneck
When the World Must Pay the Bill for Artificial Intelligence
MACROECONOMICS
In-depth analysis of macroeconomic trends and economic conditions, published every Saturday evening
Dubai: 30 Years of Building Trust, 30 Days of Revaluation
The Iran war exposes the cracks
Reserve Management Purchases Meet Kevin Warsh
What is the true measure of liquidity, and will Kevin Warsh turn off the money tap?
German Economy: A Crisis Born of Debt Aversion
Lowest Debt in the G7, Massive Trade Surplus, Yet the Economy Has Stagnated for a Decade
Fact Check: China Is Not Selling US Treasuries - FREE
China holds three times the reported figure
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
Two Straits, One Negotiating Table: The US-China Summit
Energy, rare earths, semiconductors - explaining everything happening in Beijing
Hormuz Blockade: One Shock, Two Restructurings
From the Persian Gulf to the Rust Belt: The Hormuz Shock and America's Reindustrialization Gambit
Oil Above $100, Where Is the Japanese Yen Headed?
How Long Can the BOJ Defend the Yen?
WHY IS THE UAE ASKING THE US FOR A SWAP LINE?
When Currency Becomes a Weapon, Who Controls the Global Dollar System?