The Fed Is Buying Treasuries Again—but This Is Not Another Round of Money Printing
Most reports neglect analysing the Fed balance sheet resulting in misinformation. This report separates headlines from mechanics and explains what...
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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 -...
144 Views
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...
251 Views
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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