energy, debt and political cases
3) Rising fiscal risk and shrinking fiscal space Thailand’s public debt is now about 66% of GDP,…
Yields continue to soar higher as inflation fears permeate across markets
It’s a brand new week but the main focus in markets stay on the Middle East. The US-Iran…
IEA warns Middle East crisis worse than 1970s oil shocks, eyes stock releases
IEA warns crisis worse than 1970s shocks as Hormuz disruption drives global energy strain. Summary: IEA warns Middle…
Is the complacency in global financial markets warranted?
Shortly before the war with Iran began, I wrote that the seeming complacency among government officials and financial market participants…
China’s emotional economy is on the rise
A giant inflatable Labubu toy floats on the water at Victoria Harbour on October 25, 2025 in Hong…
UK calls emergency COBRA meeting as Iran war lifts inflation and gilt yields
Bearish for UK bonds (higher yields) and negative for growth outlook; supports inflation expectations and hawkish BoE repricing,…
Natural gas prices in Texas are negative and producers burn it off while shortages loom elsewhere
A quirk in global energy markets has created a stark geographic divide between the haves and the have…
New Zealand outlook cut to negative by Fitch as debt concerns mount
Fitch outlook cut puts New Zealand’s fiscal path under scrutiny and lifts yields. Summary: Fitch revises New Zealand…
China Joins Turkey, Brazil, South Korea, Singapore, India, and Others in Depending on Russia to Stabilize Their Aviation, Hotel, and Travel Industry as the Middle East Crisis Hammers Global Tourism with Crude Oil Shortage and Energy Uncertainty: Everything You Need To Know
Home » Latest Travel News » China Joins Turkey, Brazil, South Korea, Singapore, India, and Others in Depending…
Why is everyone on Wall Street talking about 2008 again?
Jamie Dimon, chief executive of JPMorgan Chase, warned last month that some lenders are doing “dumb things” and…
Viral Charts – A Wealth of Common Sense
I’m convinced that more economic data is just making us all angrier. You can now slice and dice…
As global yuan use expands, questions resurface about China’s world-leading forex reserves
A report from a leading Beijing university has revived discussions about the “optimal size” of China’s foreign exchange…