Author Archives: Nigel Trimmer

Credit termites are hollowing out your bond portfolio

The Gulf crisis may just be starting

Power Without the Bill: US-China and a Leaderless Order

The Italianisation of Britain’s finances

Oil Shock Turns Bonds Into Risk Assets

AI’s Visa Dependency Is a Hidden Market Risk

War Writes the Check, Inflation Pays the Bill

We are living in the age of asymmetry

When Washington Turns Off The Cloud

Markets Misprice A World Without Guardrails

Private credit’s liquidity was always theater

Global imbalances return as surplus worship hardens

The Great Hunkering Down Is a Fragility, Not a Triumph

Tech euphoria masks Asia’s oil shock fragility

Taiwan Strait Is the Market Risk No One Wants to Price