1 filters applied
GeopoliticsGlobal power, conflict, and policy intelligenceShowing 16 of 16
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 16 of 16
*Tindale’s Trap: When Reserve Advantage Erodes Productive Capacity | [Craig Tindale](https://x.com/ctindale)*
Read the entire article @ [SCMP](https://sc.mp/5pp9y?utm_source=copy-link&utm_campaign=3348156&utm_medium=share_widget). Below is a short summary of his core arguments: **The 5-Year Prediction for the Yuan** Rogoff predicts the Chinese yuan will become a vital global reserve currency within the next **five years**. He notes a pivotal shift in China’s leadership, where President Xi Jinping has now explicitly…
Tindale’s Trap: When Reserve Advantage Erodes Productive Capacity | Craig Tindale
Read the entire article @ SCMP. Below is a short summary of his core arguments:
The 5-Year Prediction for the Yuan
Rogoff predicts the Chinese yuan will become a vital global reserve currency within the next five years. He notes a pivotal shift in China’s leadership, where President Xi Jinping has now explicitly…
1. Metadata & Credentials
"The only way to truly stabilize this system is for everyone to be willing to move to a global monetary equilibrium where the reference point is not one that can be printed, devalued, or defaulted on by anyone else. And that's gold." - John Butler [01:11:09]
"The United States has done more to tear down the rules-based order in the last 16 months…
Michael Wan: We see the Indian Rupee as vulnerable and USD/INR likely rising above 95 levels if the Iran and Middle East conflict is sustained and the Strait of Hormuz remains closed with Brent oil prices returning back to the US$100/bbl at the time of our writing:
Deutsche Bank Research Institute series, authored by Marion Laboure, Ph.D. and Camilla Siazon, explores five global chokepoints reshaping economies: currencies, critical minerals, chips, cables and cloud.
Chapter 1: Currency, crypto and payment infrastructure – in a nutshell - The contest has changed: it’s…
Overall Strategic Conclusion
We are entering a structurally more fragmented global system where:
"The post-WW2 and Cold War global architecture is crumbling; systemic geopolitical and geoeconomic instability is rising; so are risks of geo-financial instability as fiscal deficits grow, public debt rises, and hopes for rate cuts meet sticky inflation." - RaboResearch (Michael Every & Christian Lawrence) (Executive summary).
"Stablecoins **may play a pivotal role – though ironically they are likely…
US Stablecoins : A US Geopolitical Weapon? #Rabobank #MichaelEvery
"Loyalty first and foremost... Warsh has a close relationship with Bessent at Treasury, which is incredibly important." - Michael Every (Context: Discussing the criteria for the new Federal Reserve leadership) [00:05:55]
"A woman needs a man like a fish needs a bicycle. It's just two different things that you're looking at, because where interest rates need…
"00:00:00 Everybody thinks the US dollar is still as good as gold and it hasn't been since 1971." - Mike Maloney (Context: Introduction to monetary misconceptions)
"00:00:50 This is what gives governments the ability to start this scam in the first place where they print these receipts for gold and then they can print…
"Is Takaichi’s victory a sign that Japan is rising again? Is Japan about to attempt another reinvention — or is this simply the last confident gesture of a country learning to manage decline?"
"[If] Takaichi is successful, it will be more appropriate to invoke the era of the Meiji Restoration, a period of explosive growth and strength marked not by a new leader but by a new state." - Jacob Shapiro…
Dollar Weakness May Extend Through 2026 | Presented by CME Group |🔗 Link
*"USD weakness has been driven primarily by a shift in global risk appetite rather than a fundamental reassessment of US eco prospects.": @RenMacLLC | @dailychartbook
#Dollar #Bonds #Instability #Geo-Economics
