Author Archives: Nigel Trimmer

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

Tianjin And The Hidden Fragility Of Dollar Primacy

Collateral Chains: China Rewrites Sovereign Risk

Tariffs threaten Canadian oil exports – build Pacific routes

Gold is replacing Treasuries. Your 401k missed the memo.

Margin Bets Now Top $1 Trillion. Watch Out Below.

BOE Repo Reforms: Strengthen One Beam, Stress Another

Dudley warns on fragile Fed independence complacency

Bonds Are Breaking The Social Contract, Not Just Portfolios

Tariffs Tax Consumers, Narratives Set the Bill

Five percent tests the myth of safe government debt