The dollar remains the central currency of the world economy, but the economic logic underpinning that status is subject to continuous metamorphosis. This constant change
Is Europe’s #2 economy too big to save? France: 5 year CDS Source Suddenly, financial markets are treating France as the economic sick man of
Risk management, the Fed’s main rationale in September, points to another rate hike next week. Markets put the odds at one in five. A question
The hyperscaler boom is crowding out other investment Chart 1: Steve Rattner Until now, discussions of the potential economic problems created by the AI boom
An essay by Adam Tooze and Stefan Eich The new, socialized world, the world of planning and co-operation, will come; humanity will get rid of
US deficit and the dollar’s reserve status are not separate stories The International Monetary Fund’s 2026 External Sector Report found something that should unsettle the