Author Archives: Nigel Trimmer

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

5% Long Bonds, Data Commons, and the Next Fragility

Wall Street Is Underpricing Regime Risk Again

AI stock tools lag S&P 500, revealing a fragile consensus

Big Tech Concentration Is a Single Point of Failure

From Stabilizer to Stress Point: The Perils of Taxing Remittances

Markets primed for jobs-data whiplash

Upskilling Won’t Save Markets From AI Herding

Fed ends averaging. What breaks next?

A 2 Trillion Dutch Pension Shock for European Bonds

Pay Workers To Automate Themselves? Hidden Fragilities