De-dollarization | Threads vs Twitter | Inflation-yields
Our quick examination of Meta’s new Threads social platform against Twitter. Paul Krugman on de-dollarization.
Druckenmiller | De-dollarization | PMI | Options market
Summary of NY Fed conference on de-dollarization. Options market technicals for month-end
US Bancorp | GS Marcus | PIMCO MM fund
Lessons from Goldman Sachs Marcus woes and banking regulation.
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.
(2) De-dollarization | Swiss Banking | Block (SQ) shorts
Hindenburg’s flimsy short thesis.
(1) De-dollarization | Swiss Banking | Block (SQ) shorts
Why the sudden kerfuffle on the dollar’s demise?
