Author Archives: Nigel Trimmer

When a Conglomerate Captures a State, Risk Compounds

Spain’s Blackout Exposes Thin Margins Of Net Zero

Nomura’s dollar wager spotlights the UK’s hidden fragility

Europe Is A Powder Keg

Budget board centralizes UK policy and tail risk

The long end is not listening to the Fed

Dollar Escape Or Local Trap? EM Debt’s Fragility Test

The Rate Cut Investors Crave Could Crack Stocks

UKs Nuclear Bet Ignores a 10,000-Year Balance Sheet

Why the Fed pendulum keeps breaking the job market

France bond market slips from Eurozone core

Stagflation Lite Is How Systems Break Quietly

Bad News Rally Ignores Labor Market Regime Shift

Fed Comfort Breeds Fragility in Markets

When Treasuries stop being safe, taxpayers pay up