Bessent | Treasury–Fed Accord: How the Fed Finally Told the White House “No”
Hetzel-Leach account of how the Fed won its independence
Darrell Duffie | Fed Reserves, Operations & Payments
Interview on reserves and payments with Bloomberg Intelligence
GeoRisk Alert: YELLOW, Down from AMBER | US-Iran-Israel
After multiple enquiries over the past few days
Three Macro Themes Repricing Assets And Driving Economic Growth
Is AI going to wipe out SaaS?
Takaichi restructures the political landscape
Takaichi leads LDP to its largest-ever majority in the lower house
What to watch for on election day (beyond the size of the LDP victory)
LDP remains on track for a significant victory
Assumability – Lower Mortgage Rates Means More Consumption (Part II)
Lower rates will unlock trillions in “trapped” home equity to stimulate consumption
Japan Election | Looking to Sunday and beyond
LDP could win in an enormous landslide
US-Iran-Israel | For the news flow traders…
FARS NEWS: Iranian President Orders Nuclear Negotiation
Forecasts point to major victory for Takaichi and LDP
LDP could retake a majority in the House of Representatives