Economy
From Tariff War to Trade Truce: How Trump and Xi Pulled Back From Escalation
The United States and China are moving toward another high level meeting after months of tariff escalation, retaliation and negotiations that pushed the world's...
Germany’s Bond Market Isn’t Pricing This Crisis At All
Ten-year Bund yields hit their highest level since 2011 the week the AfD won 43.8% of the vote in Saxony-Anhalt — the worst state...
Why the Fed’s Hike Won’t Bring Gulf Money Back to Wall Street
TODAY'S NUMBERS:
3.75%–4.00% (Fed's new rate, first hike since 2023) · 100.07 (Dollar Index) · $127.08bn (Korea's 2026 portfolio outflow). The dollar's rebound is being...
Europe Reopens the Frozen-Assets Fight: Who Wins If Russia’s €210 Billion Finally Moves?
TODAY'S NUMBERS
$4,307 (gold, a record) · 4.99% (US 10-year Treasury yield, a 19-year high) · $104.59 (Brent crude, down for a second day). Record...
The Fed’s First Hike in Three Years: Why the Dollar and Gold Are Rising Together
TODAY'S NUMBERS: 5.00% (US 10-year Treasury yield, first close above that level since 2023) · 99.5 (Dollar Index, its highest in weeks) · $4,300...
Could Trump’s $5,000 checks complicate Warsh’s Fed strategy?
President Donald Trump’s proposal to give Americans $5,000 payments is raising questions about how the plan could affect U.S. monetary policy, particularly as Federal...
Central Banks Are Buying Gold Like De-Dollarization Is Already Happening — Are They Right?
Central banks' record, price-insensitive gold buying is a more credible signal of the dollar's structural trajectory than this year's currency markets, because FX markets...
Trump’s Silence on Hormuz Is Now a Fed Problem: What Markets Are Pricing In This Week
TODAY'S NUMBERS: $108 (Brent crude) · 4.98% (US 10-year Treasury yield) · $4,330 (Gold) Oil is pricing a wider Gulf war, yields are pricing...
Do Sanctions Still Work? Russia, Iran and Sudan Say No
On February 1st, the G7's price cap on Russian crude oil quietly reset itself to $44.10 a barrel — down from $47.60, and a...
Russia-Africa Policy Debates
With the heightening of the current geopolitics, many African governments have increasingly welcomed economic, diplomatic, and security ties with Russia. And noticeably, Russia's engagements...