With strategic oil reserves running dry, energy prices threatening an inflationary holocaust, and the bond market sending out danger signals that suggest the end of Western hegemony, collapse is no longer a hypothetical scenario but a significant possibility. In fact, today’s “calm before the financial boom” seems almost surreal when you compare the hard data …
Category: US
proposed fiscal policies for US economies
Energy crisis with Iran is driving up inflation and killing industry in the EU
The European Union had years to prepare for an energy crisis after the 2022 shock. Thanks to a mild winter and ample supply from the United States, the European gas crisis was far less severe than many feared. However, the continent avoided blackouts and economic collapse largely thanks to a combination of good luck in …
How can a country (i.e. USA) with huge debt be saved by restarting its Economy without causing Social chaos?
What is the invisible foundation of the narrative about the depreciation of the US dollar? Let us recall that it is a key goal of the Trump 2.0 administration to address the fiscal derailment and the persistent trade deficits. The Winners and the Losers This leads to the following reasoning: if those who hold the …
The U.S. is not “investable” – The withdrawal of funds from Scandinavia, and the Debt avalanche
At the World Economic Forum in Davos, President Donald Trump said out loud what normally goes unsaid, and in doing so, revealed a deep and dangerous vulnerability that the entire system has been trying to hide. Specifically, in an interview with Fox Business’s Maria Bartiromo, when asked about the possibility that European countries might respond …
US and China lead markets to hell in 2026
China’s economic slowdown is drawing a lot of attention in Manhattan boardrooms. While Asia’s largest economy is not faltering, its 4.8% growth rate in the third quarter—the slowest this year—is sending up warning signs everywhere. Even the positives come with (serious) asterisks. For now, external demand is keeping China on track for this year’s 5% …
Mammoth debt,War, the AI bubble bursts
Artificial intelligence, which was presented as the “revolution that will save the world economy,” is now turning into a nightmare for investors and businesses. At the same time, geopolitical tensions are escalating… A view from the future In this context, Vladimir Putin has achieved significant successes in the war against Ukraine and has begun to …
Stephen Miran: Trump’s man who will rewrite the rules and end the FED’s independence
Generally speaking, the Fed’s independence is widely understood and supported in principle in Washington, in Congress, where it really matters. The point is that decisions should be made based on the best analysis of the data, on how to achieve its dual goal of price stability and employment, as best it can, for the benefit …
The dollar as a reserve currency is killing the US economy
The advantage of the US having the dollar as the world’s reserve currency is that it creates demand for dollars. Countries accumulate dollars and tend to invest them in US bonds, keeping US borrowing costs low. The curse, especially since Nixon ended the convertibility of the dollar into gold (1971), is that there is no …
Trump brought the EU to its knees – Two trillion are leaving for the USA – Stop subsidies and a welfare state
The US-China currency war is putting the final nail in the coffin of the global economy
The U.S. economy has not faced such a tariff regime in nearly 80 years. It is in a situation without historical precedent and therefore without the possibility of “ready-made recipes.” Given the absence of recent historical precedent, the Federal Reserve is waiting for more evidence that consumer prices are not rising sharply due to tariffs …