Author Archives: Nigel Trimmer

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

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.