Uwe Fuehrer⁩

How America’s diesel gamble exposes the inflationary cost of a less predictable trading system. The proposed…

Washington wants to squeeze Russia. It may also squeeze the global consumer - while accelerating the search for…

Nearly a year after I questioned the illusion of stability behind digital dollars, regulation has arrived, reserves…

The latest GDP figures do not describe an overheating economy. They describe an economy whose capacity to grow has…

When the price of food rises too quickly, we call it inflation. When electricity, insurance, education or restaurant…

Australia has an inflation problem. That much is clear. What is far less clear is whether the Reserve Bank is correctly…

An article in IO&C this week referencing analysis from Justin Tay of JANA Investment Advisers discusses how the nature…

Today’s fiscal risks are not unprecedented. History provides signals for navigating regime transition.

There is no free insurance. If you want carry and calm, you cannot also expect convex crisis protection.

Stablecoins are marketed as safe digital cash. Under stress, liquidity mismatch and opacity may expose deeper systemic…