Stocks and bonds both got hammered, although global stocks did claw back some of the weekly losses during a strong session on Friday. Inflation in the US for August came in as expected, but was higher than in July setting the stage for a likely increase in the Fed Funds rate at this week's FOMC meeting. Consumer confidence tanked, and President Trump presented the idea of a "Trump Dividend" if Republicans carry the House and Senate. That's simply a stupid idea, but hey....

Government intervention in currency and government bond markets is nothing more than a band-aid. If the underlying structural issues are not addressed, the "feel good" of intervention will fade fast. This is exactly what we are seeing with the Yen and at the long end of the UST curve with yields.

President Trump has shown his populist colours by jumping on board a liberal proposal to cap credit card interest rates at 10% for one year. This makes no sense! And it looks to be going nowhere fast.

This is a short article about the K-shaped economy, driven by persistently high inflation and exacerbated by the errant "One, Big Beautiful Bill".

NATO was front and centre last week as the annual NATO Summit was held in The Hague on Tuesday and Wednesday, making it an opportune time...

Inspired by Mr Trump's false claims that he inherited the "worst economy ever", this article looks at administrations' economic performance.

This article summarises two articles and one podcast that are topical,: US/EU automotive tariffs, social security "fraud", and steel tariffs

Here are a few last-minute thoughts on the US election which will be held on Tuesday, Nov 5. A lot is at stake, but Weds, the world goes on

There are many important issues in the US Presidential election, but none more so perhaps than immigration, inflation, and abortion.