Limit Up! Capital Markets & Crypto

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Same Debt Crisis, Different Country
Bank of France warns the contagion is spreading.
Oct 6 • Ian Reynolds

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
Warsh’s Back To The Wall
Markets are telling Warsh to hike, but dare he?
Sep 17 • Ian Reynolds
The Noose Tightens
Watch what they do, not what they say
Sep 7 • Ian Reynolds
Civil War
Treasury and FED are now at diametrically opposite places
Sep 3 • Ian Reynolds

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
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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