Author Archives: Nigel Trimmer

Warsh, Clarida and the Fed leadership risk premium

ECB rate cut exposes eurozone system fragility

Leveraged Bond Bets: Fragility Hiding in Plain Sight

AI Exposes Fragility in Private Equity Software Bets

Metals Rout Exposes Hidden Leverage Across Markets

Markets Flinch Because Money Is Not Free Anymore

Copper Hits Record, Gold Soars, Tariffs Rattle Supply

Seven Giants, One Supplier, and a Fragile S&P 500

The Five Percent Temptation in Long Treasuries

Dollar Pressure Mounts as Traders Reopen Debasement Debate

The Quiet Tax Meets Bond Market Fragility

Europe’s Fuel Ban Collides With Supply Math

RBI Can Smooth The Rupee, Not Rewrite Gravity

US natural gas spike exposes brittle just-in-time system

Markets Shrug as Greenland Risk Tests TACO Bets