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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 6 of 6

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Currencies & FX
Finance
Geopolitics
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Macro / EconomicsMarkets & InvestmentsMonetary PolicyRabobankReport, Blogs & InsightsStablecoins

$tablecoins in an un$table $ystem | Global Strategy | 21 Aug 2025 | Rabobank |

"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…

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UJ
Feb 21, 2026
Source
StablecoinsRabobankGeopolitics
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ReportPE/VCFinanceWall StreetMacro / EconomicsDollar, Money & Currency

https://media.rabobank.com/m/25b5e7fd0ccc31a0/original/President-Trump-achev-Go-rump.pdf

US Stablecoins : A US Geopolitical Weapon? #Rabobank #MichaelEvery

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UJ
Feb 21, 2026
Source
RabobankSoviet SystemMacro / Economics
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Report, Blogs & InsightsHistoryRussia

https://media.rabobank.com/m/25b5e7fd0ccc31a0/original/President-Trump-achev-Go-rump.pdf

The Soviet System #Rabobank #MichaelEvery

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UJ
Feb 21, 2026
Source
EconomicsGeopoliticsMacro / Economics
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MacrosRabobankReportReport, Blogs & InsightsReverse PerestroikaUS / West

President Trump-achev / Go-rump? Trump's яeverse perestroika | 22 Jan 2026 | Michael Every | Rabobank

"To ensure that America remains the world’s strongest, richest, most powerful, and most successful country for decades to come, our country needs a coherent, focused strategy for how we interact with the world." - United States National Security Strategy (Quoted in report) (Context: frames reverse perestroika as national-security-led economic strategy).

"**The purpose of the American government is to…

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UJ
Feb 21, 2026
Source
Economic StatecraftGeopoliticsInvestment
+88 more tags
MacroMacro / EconomicsMarkets & InvestmentsRabobankReportReport, Blogs & Insights

US Grand Macro Strategy: The 'Trump Plan' What we saw, can all see now, ...and next(?) | 10 Sep 2025 | Michael Every | Rabobank

"The clear US goal is to retain its global hegemony ahead, which is challenged by the rise of China." - RaboResearch (Establishing the foundational motive behind the new US grand strategy)

**"Every dollar we spend, every program we fund, every policy we pursue must be justified by the answer to one of three questions: Does it make America safer? Does it make America stronger? Or does it make America more…

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UJ
Feb 21, 2026
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EconomicsGeopoliticsHistory
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Macro / EconomicsMichael EveryRabobankReportReport, Blogs & InsightsUS / West

List-ing the 'Cans' of the Mercantilists, And where Trumpism sits in historical terms | 12 May 2025 | Michael Every

"Mercantilism is back: the new version focuses not on accumulating silver or gold but national productive power - and it's thriving." - Michael Every

"The principle of comparative advantage... would be greatly modified if capital and population were perfectly mobile... the tendency of capitalists to move their funds to the most profitable employment would counteract the benefits..." - **David…

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UJ
Feb 20, 2026
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US / West
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