Our quick examination of Meta’s new Threads social platform against Twitter. Paul Krugman on de-dollarization.
Summary of NY Fed conference on de-dollarization. Options market technicals for month-end
Lessons from Goldman Sachs Marcus woes and banking regulation.
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.
Hindenburg’s flimsy short thesis.
Why the sudden kerfuffle on the dollar’s demise?