Debt Ceiling | Russia-Ukraine | CS AT1/CDS | CIA Telegram Channel
Leaked documents reveal Wagner Group boss offered to rat on Russian army. CIA recruiting Russian spies on Telegram. Credit Suisse bondholders get a milestone victory in Swiss courts. Hedge funds push to trigger Credit Suisse default swaps.
Debt ceiling poll | Who loses most with voters?
A recent Washington Post-ABC News poll shows the majority of US voters think debt ceiling should be dealt separately from the budget. The polls are similar to the 2011 debt ceiling standoff.
NFP | Where’s the US economic data pointing to?
Recent US economic data is undeniably strong. Investment outlooks are probably yet to reflect these developments.
USA CDS | US banks | Armageddon bets
Positions that benefit from a rapid appreciation in German Bunds may be better than purchasing USA CDS.
Russia-Ukraine | Who’s behind the Kremlin done attacks?
ISW assesses Kremlin drone attack as a false flag operation to stoke public sentiment ahead of Victory Day celebrations.
US Bancorp | GS Marcus | PIMCO MM fund
Lessons from Goldman Sachs Marcus woes and banking regulation.
Krugman | CBDCs | Bitcoin & culture wars
Central Bank Digital Currencies enter culture wars before open public debate.
(1) De-dollarization | Swiss Banking | Block (SQ) shorts
Why the sudden kerfuffle on the dollar’s demise?
Richard Nixon | How to lose the Cold War (1992)
Richard Nixon archives from 1992 on post Soviet Union collapse.
WEEKLY POLITICAL COMPASS
Voters in Japan will go to the polls. Turkey is heading for a major confrontation with its allies. A Senate report requests the indictment of Brazil’s president. The UK chancellor will present his autumn budget. South Africa is gearing up for municipal elections. The most significant reopening by a Southeast Asian country is ahead in […]
