Economy & Markets
Gold Up, Dollar Down, Yields Rising: What Kevin Warsh’s Fed Is Doing to the Reserve Currency
TODAY'S NUMBERS:
$4,388 (gold, per ounce) · 98.6 (dollar index, four-month low) · 4.8% (10-year Treasury yield, highest since 2023). Gold and yields normally move...
Is the Global Economy Running Too Hot for Financial Markets?
The global economy has entered the second half of the year with surprising strength despite two wars, sharply higher energy prices and persistent geopolitical...
Beyond Expansion: Can BRICS Convert Economic Weight into Collective Power?
Authors: Janvi Singhi and Kanav Sharma*
BRICS is moving into a more meaningful phase in its evolution. Its larger membership, considerable resources, population, and markets...
Why Gold Fell While Central Banks Kept Buying It
Gold used to spike on every Gulf war headline because the same buyers set both its price and its ownership. In 2026 those are...
China and Egypt’s African Ambitions: How VICMED Could Advance the Belt and Road
The Chinese perspective intersects with and complements the vision of Egyptian President Abdel Fattah El-Sisi to establish a waterway linking the Mediterranean Sea to...
Can Southeast Asia Drive China’s Next Clean Tech Export Boom?
China’s clean technology industry is entering a new phase. After years of rapidly expanding exports to developed markets, particularly Europe, Chinese manufacturers are increasingly...
US-Iran Fire in the Strait of Hormuz: What Happens to Oil, Gold and the Fed’s Next Move
TODAY'S NUMBERS:
$97.19 (Brent crude, a six-week high) · $5.85 (US retail diesel, a record) · 4.79% (US 10-year Treasury yield)
War in the Gulf is...
Structural Substitution Inflation and China’s Consumer Paradox
Data have long clearly shown that China's current sluggish consumption has become a crucial issue facing the country. One commonly recognized cause is that...
The Hidden Bill Behind Europe’s Defense Spending Boom
Europe's rearmament is being financed out of the welfare state, not economic growth, and different governments are settling that bill in different currencies: Germany...
Eastern Economic Forum: Russia Bets on Asia and the Global South
The Eastern Economic Forum (EEF) has been described as a successful solid platform since its creation. It increasingly attracts guests from widely different countries,...