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Geoeconomic Pressure
The study explores geoeconomic pressure, utilizing large language models to analyze firm responses to policies like tariffs and sanctions, highlighting the impact of both implemented actions and future threats on business behavior.
globalcapitalallocation.s3.us-east-2.amazonaws.comPowell seeing the jobs data and realizing that Trump was right, he may actually be “Too Late”
https://t.co/f1cFOqwUlj
Geiger Capitalx.com
The people who tell you dedollarisation isn’t taking place are… buying gold. Don’t listen to what they say, watch what they do! 🇺🇸 https://t.co/QhmWZft6NT
1/12
🧵on my take on what is happening in financial markets.
tl:dr:
Not all sharp moves in financial markets are driven by rapid changes in the economic outlook. Unexpected changes in the financial structure of the markets can also force repricing.... See more
Jim Biancox.comThe Powell pressure
is more important than it appears
Trump asks the question;
Why should a sovereign country pay interest over their own sovereign emissions?
Unless..
They’re not sovereign
Open The... See more
simp 4 satoshix.com
Latest 'Capital Wars' Substack https://t.co/5fLTMSAiJG https://t.co/1Nf5ohWCuI
Just as Paul Warburg had predicted, in the absence of a government bank, National City’s preeminent position thrust on it much of the responsibility of dealing with the disaster.
Roger Lowenstein • America's Bank
The EU is already pivoting to facilitate. When this inflation hits the US 10y is going to maybe 7%. No one is borrowing at 7% + risk premium. The US capital markets are going to have to shrink dramatically. https://t.co/iuIfXIRmXh