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Same Debt Crisis, Different Country
Bank of France warns the contagion is spreading.
Oct 6
•
Ian Reynolds
1
September 2026
Beware Another FED Policy Failure
Surely inflation IS transitory this time?
Sep 27
•
Ian Reynolds
Japan Didn’t Get The Memo
Surely the BoJ actually watched the Warsh presser?
Sep 20
•
Ian Reynolds
1
Warsh’s Back To The Wall
Markets are telling Warsh to hike, but dare he?
Sep 17
•
Ian Reynolds
1
The Noose Tightens
Watch what they do, not what they say
Sep 7
•
Ian Reynolds
1
Civil War
Treasury and FED are now at diametrically opposite places
Sep 3
•
Ian Reynolds
1
August 2026
Bessent Scores an Own Goal
The UK is next in line as the debasement trade reignites
Aug 25
•
Ian Reynolds
Are Yields About To Blow Up?
The noose is tightening around US Treasury Secretary Bessent’s neck.
Aug 17
•
Ian Reynolds
1
Europe & China Join The War
Global currency war starts and the stakes are the highest they’ve ever been.
Aug 11
•
Ian Reynolds
July 2026
To Hike or Not to Hike
“That is the question. Whether 'tis nobler in the mind to suffer the slings and arrows of outrageous fortune, or to take arms against a sea of troubles…
Jul 28
•
Ian Reynolds
Liquidity Trade Back On
The World Cup’s over but the war with Iran isn’t. More liquidity problems incoming.
Jul 21
•
Ian Reynolds
June 2026
Warsh Sets the Tone
Markets Tumble as FED chair extols virtues of transparency and accountability
Jun 22
•
Ian Reynolds
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