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Category Archives: Uncategorized
The Story of Money: Why Nixon Ditched the Global Monetary System | FT
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Global Risk Monitor: Week in Review – June 5
Markets in Motion: A Week of Reckoning Global markets delivered a sobering reminder last week that sentiment can shift fast — and that the era of easy money remains firmly in the rearview mirror. The sharpest single blow landed on … Continue reading
Pain at the Pump, Plate, and Plane: Breaking Down 2026’s Price Spikes
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D-Day’s Must-View Movie: Pressure
The success of D-Day, 1944 (originally planned for June 5th) came down to a weatherman getting it right. Ode to the Weatherman “When I’m right, no one remembers; When I’m wrong, no one forgets.”
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Of Course There’s No Inflation
Classic stock market wealth effect. I’d bet the family jewels that if the S&P 500 was, say at 5,000, ticket prices would be one third of these prices. I am conflicted. Big Knicks fan during my Wall Street days during … Continue reading
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The Medicaid Surge: Economic Drivers, the Unwinding, and the OBBBA Retrenchment
Ten Key Takeaways: Our analysis in our recent post, “America’s Fiscal Mirage: Tariff Sugar Rush, Structural Hangover,” highlights that while recent deficit figures may appear to show a very slight improvement, they mask a deeper, persistent fiscal fragility driven by … Continue reading
Presidential Budget Deficits
We are reposting the Appendix added and updated to yesterday’s post, America’s Fiscal Mirage: Tariff Sugar Rush, Structural Hangover. We thought it important as President Trump has formally requested a historic $1.5 trillion national defense budget for Fiscal Year 2027. This … Continue reading
Global Macro Monitor 