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In the years before Lehman Brothers collapsed and took the global financial system with it, macroeconomists were consumed by a singular anxiety. It was not, as...
When the architects of the private credit boom begin selling instruments that profit from its distress, the market has entered a new and more dangerous phase....
A $30 billion economic dream collides with the sobering arithmetic of inflation, geopolitics, and over-optimism. In the final weeks of March, Ed Grose, the president of...
How once-unimaginable catastrophes become baseline assumptions There is a particular kind of hubris that infects markets in the long stretches between catastrophes. Volatility compresses. Risk premia...
There was a moment, somewhere in the fog of mid-2025, when the prevailing consensus on Wall Street and in the marble corridors of multilateral institutions was...
There are moments in capital markets that read less like transactions and more like declarations. Singapore’s DBS Group — the largest bank in Southeast Asia —...
As gold trades near record highs and Bitcoin consolidates after a brutal 50% drawdown, the Bitcoin-gold correlation has broken down. Here is why the barbell strategy—gold...
The redundancy notice landing in nearly 600 KPMG auditors’ inboxes this week is not a one-off shock. It is the latest, most revealing chapter in a...
A US appeals court overturned a $16.1 billion judgment against Argentina in the YPF nationalization case — obliterating Burford Capital’s biggest bet. Here’s what it means...
The central bank that spent two years engineering the perfect soft landing is now watching the runway catch fire. Speaking at the ECB Watchers Conference in...