Author Archives: Nigel Trimmer

Oil cartel era falters as exits collide with war math

Cheap Today, Fragile Tomorrow: China’s Input Chokepoints

America at 250 and the hidden cracks in US hegemony

Private Credit Liquidity Illusion Meets the Exit Queue

Sinodollars Beat Petroyuan Because Liquidity Is Power

Fed hawkish turn exposes fragile EM currency bets

Warsh’s First Meeting Exposes Hidden Bond Fragilities

The Hidden Gatekeepers Of The Cashless Economy

The world is more dangerous. Why is risk cheaper?

Defaults test private credit as Pimco tilts to duration

Bonds Up, Stocks Up: A Fragile Truce

Taxing AI Wealth Without Breaking the System

AI, Tariffs, Minerals: Trade’s New Fragility

Volatility Heaven And The Stablecoin Diversification Trap

ERCOT says data centers can trigger Spain-style blackouts