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U.S. Debt Watch: Biden Lost $17B the First Day of 2024

U.S Debt Watch: Do we need this conversation again?

Pheew… close call! The bipartisan debt ceiling bill saved the U.S from economic disarray. Now we can all take a well-deserved summer holiday and bask in the sunshine of the long-term financial stability ensured by responsible lawmakers who have no interest in short-term solutions nor gains. But no – not so fast! We still have a looming government shutdown to attend to.

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EM by EM #37: The Taiwan election & the Trade war

EM by EM #5 Stairs up and elevator down in China?

As the markets evolve, we adapt accordingly. Although the reopening of China’s economy is still ongoing, the optimism surrounding it is gradually diminishing. Simultaneously, the worsening economic data from Western countries indicate a significant slowdown. With the once-promising light at the end of the tunnel slowly fading away so do the flows. In this short piece we reveal our new position

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China Watch – How’s it going with that reopening?

China Watch – How’s it going with that reopening?

The China play has thus far not been profitable but I refuse to back down on my underlining analysis- Yet some reconsiderations are in order and it might be the start of a larger reevaluation. But for now the course of the ship is intact

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EM by EM #37: The Taiwan election & the Trade war

EM by EM #4 – Argentina and the real de-dollarisation

In recent weeks, social media and leading financial media have been flooded with sensational articles about the dollar’s demise. In this piece, I will provide an analysis of the actual immediate obstacles facing the American dollar where USD hegemony is being undermined. Given the current US debt ceiling theater, one can scarcely think of a better point of reference than the debt default champion of the Western hemisphere: Argentina

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De-Coupling or Detente? The Future of US-Chinese trade in the balance

De-Coupling or Detente? The Future of US-Chinese trade in the balance

For years, the US have struggled to find their footing vis-a-vis the new Chinese threat. We have seen countless attempts at “strategic pivots” and contructive meetings, but it’s no wonder if the Chinese are left with a feeling of confusion. What do the US actually want? What will be the next steps in Bidens “de-coupling” from China?

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