Top Links 710 Junk bond market in shock. North American interdependence. The garbage time of history & vintage Ballard.

Top Links 709 Where are tariffs going to hurt most? The quiet crisis in Korean-US relations & missiles on the Philippines.

Top Link 708 How austerity drove inflation in Germany. Nuclear uncertainty. Making pistons in North America. Stuart Hall on Marx.

Chartbook 375 Swords of Iron - Avi Shlaim & Jamie Stern-Weiner on Israel's war on Gaza.

Top Links 707 Fiscal progressivity in the US. China's "china shock". Crypto’s Darkest Corner & Maltese hunters causing havoc.

Chartbook 374: As Trump triggers "sell America", will the result be "stage 4", the politicization of financial markets?

Top Links 706 Where America's cars come from. Dwindling aid. Camel economics. Add oil.

Chartbook 373 "We create our own reality" - Trump's delirious negative-sum populism, or how the Empire comes home.

Top Links 705 American imports. Can China make safe LNG carriers? Dark Enlightenment & the makers of missiles.

Top Links 704 Why Mar-A-Lago is dated. Dedramatizing US globalization & the Emirates in Africa.

Chartboook 371 "Oh ... it's only China". Or how to make the sudden decoupling of the world’s two largest economies seem like a relief.

Chartbook 370: Is a "Treasury market unwind" in progress? Wednesday morning and the overnight fin-fi panic. (Part 2)

Top Links 703 Tourists canceling trips to the US. The extraordinary rise in China's shipbuilding & the love life of Lloyd George.

Chartbook 369 Is it madness or is it "Brexit-by-CBAM"? Locating Trumpian economics in policy space.

Top Links 702 Corporate profits at record highs. The Autumn of the White Patriarch. The African King at Edward VII’s Coronation. Ruy Lopez variations.

Chartbook 369 Are we on the edge of a major financial crisis? Trump's Chart of Death and why bonds not equities are the big story.

Top Links 701 Trump's junk bond shock. Gender and the inheritance of black poverty & Stuart Hall on the diaspora.

Top Links 700 Markets in shock. Pudgy Penguins. Credit product v. rate product, or how screwed are you? A collider splitting the physics community.

Top Links 699 The crumbling support for Trump. Blowback to Europe from US protectionism. Luhmann advising Adorno on matters of the heart.

Top Links 698 Foreign holdings of Treasuries. Europe's champions. MAGA Afrikaners. Polanyi in the US.

Top Links 697 America's stock market winners. Why China is winning the chip war. Strawberry domination & reading James Burnham.

Chartbook 368 “I have only committed the mistake of believing in you, the Americans.” The day after Trump's "Liberation Day" in SE Asia.

Top Links 696 On private equity in the regime shift. Tesla flailing in China & the "Surreal geographies" of the Holocaust.

Chartbook 367 The Tenth Demand - more essential reading from David Pozen

Top Links 695 The dirty fifteen. Rich-world rents. Money flowing back to China. Gù shi - shi gù & Balochistan explained.