The Oil Shock of 2026 : Why It Is Not a Repeat of the 1970s
The current oil shock is not a replay of the 1970s oil crises despite the headlines. If it were, oil would spike toward $260 per barrel in July -...
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From the River to the Reservoir to the Lake: China's De-Dollarisation Story
​While PBOC holdings of US Treasuries have declined, China's domestic banks' holdings of US dollar assets remain robust. With a weak property...
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Understanding US Debt Dynamics (2): The $38T Debt Vs the Demand Story Wall Street Ignores
$38T debt dominates headlines. This report reveals the $233T demand cushion, stable real yields, and resilient buyers—challenging debt panic and...
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Understanding US Debt Dynamics - Dissecting the $38t Debt
This is the first of a 2 part report which cuts through debt scare headlines to show what truly drives USD risk and Treasury sustainability.
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China’s Relative Price Compression: Insights and Implications
The Insight helps investors who want to make sense of the impact of a stronger RMB and China's export competitiveness on the overall economy.
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