Global Daily
Global Daily: Welcome to the world that now exists
We ended last week, "The world as we knew it no longer exists.” We start this week knowing many will be profoundly uncomfortable with the new world that replaces it.
Global Daily: "The world as we knew it no longer exists."
Another week where action was dominated by geopolitics. Central banks are trying to reassert themselves under that shadow, but everything they know is falling apart.
Global Daily: The Natural Equilibrium
G20 finance ministers, central bank governors and a handful of high-profile CEOs gathered in Asheville, North Carolina, yesterday...
Global Daily: Go fish
Warsh is scheduled to be the keynote speaker at Jackson Hole today. Will he stick to his script and tell people asking about the direction of Fed policy to "go fish"?
Global Daily: Stalemate, not checkmate
The US may not succeed in isolating Iran economically without the support of other economic superpowers. A stalemate looks increasingly more likely than checkmate.
Global Daily: Operation Economic Outcast: but of whom?
There is a lot of economic outcasting going on right now. It’s not clear who will be in and out when the dust settles – and dustups will proceed that outcome.