Persistent inflation threatens to upset the Federal Reserve’s plans, the possibility of a sharp Nvidia correction is shaking the foundations of Big Tech, while the prospect of a new trade war from Donald Trump is creating intense geopolitical uncertainty. With data worsening and scenarios of instability multiplying, investors are looking for answers at a time …
Month: November 2025
China is the leading shadow lender to the Developed Economies
A report released Tuesday, November 18, 2025, by the AidData research arm of the University of William & Mary in Williamsburg, Virginia, comes to the startling conclusion that the United States is the largest recipient of loans from China. The report, titled “Chasing China: Learning to Play by Beijing’s Global Lending Rules“, found that 1,193 …
Will Japan become the next center of a global debt crisis?
The sell-off in Japanese bonds is a warning to global economies. As yields – particularly at longer maturities – soar and demand collapses, Japan is becoming a case study in what happens when investors lose patience with huge deficits and debt. Japan’s government bond market is currently facing an existential crisis, marked by a sharp …
The “yield” from renting gold bars (gold carry trade)?
The price of gold continues to break historical records in 2025 and wealthy investors have found a new way to make use of their bars: they “rent” them to jewelers and manufacturing companies, earning returns without selling a single gram. Until recently, gold was considered the ultimate “dead” capital: safe, stable, but with no return. …
New Currency War: Japan Challenges China and the Yuan with Yen Devaluation
On Tuesday, November 11, 2025, the yen fell to 155 against the dollar, prompting intervention in the foreign exchange market. Forex traders are now familiar with the routine that accompanies yen weakness. Just as on Wednesday (November 12), Finance Minister Satsuki Katayama warned dealers not to test her resolve as the yen hit a nine-month …
China’s secret Gold purchases are driving up the price of Gold
Trust Economics, based on trade data, estimates that China could buy up to 250 tons of gold in 2025, an amount equivalent to more than a third of global central bank demand. China’s gold rush is fueling a record price rally as a growing number of shadow transactions create a murky picture for gold traders. …
For the Russian economy, the cost of war is becoming increasingly unbearable
The new advance of Russian forces towards the strategically important Pokrovsk, in eastern Ukraine, continues and its possible capture would mark the first major victory for the Russian side since the fall of Bakhmut in 2023. It will not only provide Moscow with a strategic advantage in its goal of fully capturing the energy-rich Donbas. …
Global Central bank war for gold and economic dominance
The reshaping of the global monetary system is happening, one gold bar at a time. Between 2022 and 2024, central banks bought more than 3,000 tons of physical gold — possibly the most intense period of accumulation of the precious metal since the 1970s. This is not nostalgia for the Bretton Woods era, but a …
IMF to EU: Reduce spending on health, education and abolish benefits, otherwise bankruptcy
Europe’s soaring public debt levels should prompt governments to rethink their role in delivering essential services to EU citizens, according to the International Monetary Fund (IMF), which sees an urgent need to impose shock measures on economies that would overturn the famous European model. In a study published on Tuesday, November 4 (“Regional Economic Outlook …
FED: new round of monetary expansion – The nightmare of hyperinflation and debt
The impasse in the world’s largest economy is obvious and worsening, especially with public debt reaching the $28 trillion zone. The only solution on the horizon to maintain creditworthiness is monetary expansion (in technical terms: debt monetization). In order to understand these unusual developments, we need to see what the Federal Reserve’s scope for action …