Author Archives: Nigel Trimmer

Oil Shock Exposes Fragile Bond Market Assumptions

Turkey burns $12B defending lira. What breaks next?

Energy Math Is Dragging The Euro Lower

Oil shock tests India’s favorite growth story

Bonds Lose Their Anchor as War Reprices Inflation

When Havens Backfire: Bonds Versus Oil Shock

Blue Owl gating exposes private credit liquidity flaw

Fast Money Dumps Stocks. Safety Is The New Crowded Trade

Big Money Piles Into EM. The Exit Doors Are Small

The death of the Trump trade

Dimon warns as rivals chase risk and fragile returns

Tariff Ruling Changes Venue, Not The US China Game

Powell’s Real Play: Making Fed Credibility Boring Again

Blue Owl Freeze Exposes Yield Without Liquidity

America’s R&D exodus is a hidden market risk