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[Yahoo/Bloomberg] Treasuries Rally; Chipmakers Hit by China Salvo: Markets Wrap [Yahoo/Bloomberg] China’s Repo Market Hit Hard as Yuan Defense Sparks Cash Squeeze [Yahoo/Bloomberg] Oil Holds Gain After Fresh Iran Sanctions, Trump’s Tariff Talk [Yahoo/Bloomberg] Bitcoin Slides Below $90,000 as Crypto Selloff Gathers Steam [Yahoo/Bloomberg] Trump Team Seeks to Toughen Biden’s Chip Controls Over China [AP] […]

If there really is a Chinese curse “may you live in interesting times,” then we truly live under sino-obloquy. Love ’em or hate ’em, the times are très intéressant. And consistently enough, the Chinese are certainly not our greatest fans at the moment. In fact, if the major media are to be believed (stop laughing), […]

[Yahoo/Bloomberg] Stocks Bounce After Friday’s Slump: Markets Wrap [Yahoo/Bloomberg] Gold Holds Near Record High as Weak US Data Spurs Haven Buying [Yahoo/Bloomberg] Trump’s China Order Interrupts Rally in Emerging-Market Stocks [Reuters] German election victor Merz plans pivot from US as coalition talks loom [Reuters] Ahead of UN showdown on Ukraine, US urges countries to vote […]

[Yahoo Finance] Nvidia earnings and the Fed’s preferred inflation gauge: What to know this week [Politico] German election 2025: Conservative CDU favorite to win as far right eyes historic result — live updates [Yahoo/Bloomberg] Germany’s Crunch Election Grips Markets Wanting More Spending [BBC] Germans to vote in high-stakes election watched closely by Europe and US […]

Gold’s Shining Moment? Since 1971, the U.S. as global hegemon has followed the same path of deindustrialization that ended the preceding British Empire’s hegemony. However, it’s increasingly clear that the second Trump administration is committed to stopping a full repeat of the British decline. After all, history is unmistakable in its lesson that productive power […]

[Reuters] Trump urges Musk to be more aggressive in bid to shrink U.S. government [Reuters] Trump fires top US general in unprecedented Pentagon shakeup [AP] After years of firm support, 10 days upended the US approach to Ukraine [Reuters] Exclusive: US could cut Ukraine’s access to Starlink internet services over minerals, say sources [Yahoo Finance] […]

“Bubbles are mechanisms of wealth redistribution and destruction – with detrimental consequences for social and geopolitical stability. Boom periods engender perceptions of an expanding global pie. Cooperation, integration, and alliances are viewed as mutually beneficial. But perceptions shift late in the cycle. Many see the pie stagnant or shrinking. A zero-sum game mentality dominates. Insecurity, […]

[Yahoo/Bloomberg] Nasdaq Gains as Alibaba Spurs Tech Optimism: Markets Wrap [Yahoo/Bloomberg] Gold Set to Notch Eighth Weekly Advance on Solid Haven Demand [Yahoo/Bloomberg] Japan Yields Fall as Ueda Warns BOJ Can Step In to Smooth Market [Yahoo/Bloomberg] Markets Are Complacent on Euro as German Vote Raises Parity Risk [AP] Senate Republicans approve budget framework, pushing […]