Money and World Order

  1. A Monetary Pincer Movement, September 18, 2023
  2. Discounting World Order, October 7, 2023
  3. Vigilantes to Somnambulls, October 13, 2023
  4. On the Verge of QE and a Gold Spike, October 18, 2023
  5. War and the Term Premium, November 6, 2023
  6. A Hard Landing Without a Shock?, December 1, 2023
  7. War on the Red Sea, January 23, 2024
  8. Gold, QT and Waller’s Pivot, March 10, 2024
  9. Belgrade, 1979 and Forward Macro, April 21, 2024
  10. The End of Discipline, May 8, 2024
  11. Commodities, Rates and Reason, June 4, 2024
  12. Peace, Bok Choy and Kissinger’s Ghost, June 6, 2024
  13. Thunderstruck, June 8, 2024
  14. The Mar-a-Lago Accord, June 14, 2024
  15. Trump’s Three Arrows, July 22, 2024
  16. War and the Three-Body Problem, August 25, 2024
  17. Monetary Politics and Fiscal Revolution, September 18, 2024
  18. Rates and an Oil Short Squeeze, September 24, 2024
  19. Doubling Down, September 26, 2024
  20. To Err Is Human, to Ease Divine, October 4, 2024
  21. There Will Be Blood, October 4, 2024
  22. The Longest Month, October 10, 2024
  23. Arrows and Boomerangs, October 16, 2024
  24. Sequencing the Trump Reboot, November 7, 2024
  25. High Noon at the U.S. Treasury, January 8, 2025
  26. Sequencing Pain, March 3, 2025
  27. Negotiating Pain, April 4, 2025
  28. Carney, Dimon and Trade 2.0, April 16, 2025
  29. Through a Glass Darkly, May 5, 2025
  30. Deeper Is Longer, May 23, 2025
  31. The Commonwealth Fund, May 27, 2025
  32. Pieces of a Mosaic, July 10, 2025
  33. The Deal of the Century, July 28, 2025
  34. Breaking the BRICS and the Bullion Broker, August 17, 2025
  35. The Pentagon's SWF, August 24, 2025