Author Archives: Nigel Trimmer

India’s New Close Turns Options Into a Trap

The Real Risk in Hyperscaler Debt Is Not Demand

Treasury’s Buybacks Test the Fed’s Nerve

Iran Sanctions Expose the Dollar’s Weak Seam

Private credit’s quiet insurance trap

No Easy Fix for a Debt Market That Smells Trouble

AI Is Not Magic. It Is Capital Drain.

Europe’s Debt Fantasy Is a Slow-Motion Trap

OpenAI Didn’t Go Rogue. That’s the Problem

Private Credit’s Stress Is No Longer Hidden

The Market’s Next Test: El Niño Isn’t a Thunderbolt—It’s a Load Test for a Fragile System

The UN’s Next Boss Faces a Broken Machine

The AI breach was smaller than the myth, and that matters

The Dangerous Logic of Slowing AI

Marine Heatwaves Expose the Market’s Oldest Blind Spot