De-dollarization | Threads vs Twitter | Inflation-yields
Our quick examination of Meta’s new Threads social platform against Twitter. Paul Krugman on de-dollarization.
JPM on FX/rates | STIs | Wilson psychodrama
JP Morgan analysts quantify the expected impact of the backlog of US Treasury and T-Bill issuance on markets. The maths and Game Theory behind the UK’s rising cases of sexual transmitted infections.
De-dollarization | Changing nexus in commodity prices?
A recent BIS paper looks at the change in correlation between commodity prices and the US dollar. We evaluate whether this shift in paradigm is temporary or permanent.
Krugman | CBDCs | Bitcoin & culture wars
Central Bank Digital Currencies enter culture wars before open public debate.
(2) De-dollarization | Swiss Banking | Block (SQ) shorts
Hindenburg’s flimsy short thesis.
Not “risk-on” or “risk-off”, rather What’s the risk?
Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password
Sterling’s coming home…albeit slowly
Become a member to read the rest of this article
Sterling leads Euro 1-0 at half-time in dull encounter but could extend advantage
Become a member to read the rest of this article
Fed: Same game, different rules
Become a member to read the rest of this article
Have hawks finally lost altitude?
Become a member to read the rest of this article