Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup

Can Trump, Bessent, & DOGE Drive Long Bond Yi...

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The Global Economy Is Splitting Into Spheres | Eric Wallerstein

Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balance sheet strategy, and the futu ...  Show more

Is The Iran Energy Shock About To Break Markets? | Weekly Roundup

This week, we explore how the Iran escalation is stress-testing a fragile, late-cycle financial system already stretched by years of easy liquidity. We examine oil volatility, energy chokepoints, bonds failing as safe havens, and the growing risk that geopolitics could trigger a ...  Show more

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