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US "Exceptionalism" and the USD - the drivers.
How US "Exceptionalism", and the bull market in the US$ and US equities are linked. Since just before the invasion of Ukraine in 2022, foreigners' holdings of US financial assets has risen from US$ 20 trn. to US$ 30 trn. Of this increase 10% was down to increased holding by …
Autumn Sonata
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Central Bank Update
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The Economics Of The Grayzone
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The Gray Zone - Mapping Events
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Central Banks And Goldilocks
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China - The Predictable Fate Of The Yuan Pegasus
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Russia - Putin's Modest Proposal
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Afghanistan Matters
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