The economy is built entirely on trust and confidence, and has rarely looked as vulnerable as it does today. Even the usually calm Bank of England and the International Monetary Fund are now warning of the possibility of a sharp, destabilizing correction in stock markets, which have been overblown by excitement about the transformative potential …
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% …
Four reasons why gold is considered a safe haven investment today
Markets are facing an environment of high uncertainty and rising risks, which naturally reinforce the demand for gold as an investment haven. The threats to portfolios are everywhere and are unlikely to recede in the near future. The dominant financial orthodoxy in the United States continues to revolve around the dollar, comparing it exclusively to …
The Russian Monetary Miracle with the Ruble – the 40% Strengthening with the Weak Dollar
Kirill Dmitriev, head of the Russian Direct Investment Fund (RDIF) and special envoy of Russian President Vladimir Putin, called the ruble the most successful currency of 2025. The announcement was made via a video message on Telegram. He explained that during the year the ruble strengthened against the dollar by 40%. Earlier, the head of …
FED: New interest rate cut to 3.75% to 4% range, end to quantitative tightening
The US central bank, with its recent decision, is attempting to avoid a liquidity shortage that could be caused by excessive withdrawal of reserves from the banking system. The Federal Reserve (Fed) cut interest rates by 25 basis points for the second consecutive meeting, bringing policy rates to their lowest range since 2022, between 3.75% …
Inflation is slowly and painfully killing the middle-income class
In a speech in July, Harvard University professor Gregory Mankiw laid out with brutal honesty what needs to happen to end the unsustainable accumulation of debt in the United States. The options are five: Logic dictates that some combination of these will be inevitable. These potential solutions are common throughout the developed world. Through a …
“The Nightmare on the Road with Bank Shares”
The nightmare that no one thought would happen again is back. This time not in “A Nightmare on Elm Street”, but in “A Nightmare on Bank Stocks”. Markets have temporarily plunged, US bank stocks have collapsed in a matter of hours and the VIX fear index on Wall Street has soared, reminiscent of the darkest …
The strategy of de-dependence of Europe on oil and natural gas, respectively, from Russia
European Union energy ministers have backed the bloc’s proposals to phase out imports by January 2028. The EU wants to gradually phase out Russian oil and gas imports in an effort to “deprive the Kremlin of the revenue it uses to finance the war” in Ukraine. The punitive measures are considered temporary and could be …
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 …
The ECB is secretly rescuing France, while in 2010 it threw Greece into the jaws of the markets
The European Central Bank (ECB), especially after the Greek adventure, has a long history of intervening in government bond markets in order to contain yields during periods of turmoil in the debt market. However, this is not an exercise of monetary policy but an intervention by the Brussels deep state. The most characteristic — and …