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Eliazar Marchenko
Jul 5, 2025
Regulators call it 'risk-free,' but €2.3 trillion of sovereign debt has wired every bank, insurer, and pension fund into a single fuse, one spark away from a global detonation.
Latest Articles
Jul 21, 2025
Conflux’s move turns private crypto rails into Beijing’s sharpest tool yet for chipping away at U.S. payments supremacy
Jul 19, 2025
Aimed at regulating stablecoins, GENIUS Act quietly builds a parallel dollar system that bypasses the Fed, marking the biggest transfer of monetary power from Washington to corporate boardrooms in U.S. history.
Jul 18, 2025
Surging data-center demand is turning utilities like Talen into dedicated AI-infrastructure providers, redirecting billions from renewables to gas plants, making control of electricity the decisive lever of modern economy.
Jul 15, 2025
With 1.5 % of the Allied GDP now earmarked for “broader defense,” a torrent of cash is shifting from tanks to satellites, changing the entire industry for warfare that starts in space.
Jul 14, 2025
While everyone piles into AI stocks, the big banks are sandbagging earnings and loading their loan books for the windfall that comes when millions need credit to survive automation.
Beijing’s $586 billion export boom isn’t real demand—it’s a last-minute inventory grab before August-1 tariffs, priming factories for a post-surge deflation crash.
Jul 13, 2025
With six S&P sectors poised for profit declines and forward P/Es near 22×, this earnings season could be the pin that finally tests the market’s helium balloon.
Jul 12, 2025
When one-third of America’s debt comes up for renewal in a single year, investors may dictate everything from interest rates to foreign policy.
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