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Oil Lights the Fire, Bonds Send the Bill – and the Fed Reaches for the Extinguisher
I was hoping the markets might start behaving themselves. Fat chance. They appear to have spent the week drinking crude...
The High-Stakes Senate Showdown: Inside the Bipartisan War Over the CLARITY Act
Capitol Hill is locked in what may prove to be the most consequential legislative collision in the modern history of...
Rates, Resources, Realignments
In this edition: CPI stays tame as substitution and real-income effects kick in. Warsh's dilemma: market guidance or Fed independence....
Oil, Inflation and the Bond Market Spoil the Party
Chart Book for 14th of September 2026 This was the week when oil reminded markets that inflation hadn't disappeared -...
The Anatomy of Truth: Why On-Chain Activity Dictates the Future of Value
The financial world has spent centuries operating behind closed doors. Traditional markets rely on quarterly disclosures, regulatory intermediaries, and settlement...
The Rise of the AfD
With the AfD making significant Political in-roads in Germany, which is a new bout of unapologetic German nationalism, the rest...
The Suntans Are Fading – But inflation Isn’t
I’m back from holiday, just in time for September - the month when financial markets traditionally stop serving cocktails and...
Nominal Strength, Real Caution
In this edition: Astonishingly strong labor data… but for the Fed inflation (and Trump) matters. Strong nominal data in Japan,...
When Gilts Go Bonkers and the Dutch Send Their Gold to London
There are weeks when capital markets behave sensibly, calmly processing the economic numbers and allowing everyone to get home in...
The Bulls Keep Charging – Straight Towards an Interest-Rate Shock
Chart Book for 7th of September 2026 Markets spent the week balancing artificial-intelligence enthusiasm against the growing suspicion that central...
