RBRK | Alan Brazil | US Credit/Exceptionalism | AI | Geopolitics
Is US economic exceptionalism over? Presentation by Alan Brazil
SOM | Is This The End of American Exceptionalism?
Video presentation and slides
Bessent | USA “Credit Risk”
Oops!… He did it again
Pete Earle | UnPacking The Mar-a-Lago Accord
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U.S.-China | Scott Bessent: “Innit To Winnit’
A “beautiful rebalancing” interview with Bloomberg
NextFedChair | Trump Has ‘No Intention’ of Firing Powell
Fed independence question comes after dollar devaluation
From 2018: The Coming Economic War With China
I published this SOM in September 2018 after the first round of Trump tariffs on China. It provides key insights into the motivation for the current round of tariffs, which the market may have forgotten.
Alan Brazil | Trumponomics 2025 | US-China Economic Wars
Who can survive longer the economic war of attrition?
Trumponomics 2025 | Tariffs Are A Continuation of The Economic War With China
Trump Voters Own Homes Not Equities
Market Commentary | No Time to Think, Just Act
Moving positions to (very) long-term portfolio