The world is changing!
No more useless meetings between Washington and Zelinsky as explained by John Mearsheimer below. Europe stunned and marginalized.
But also Putin welcomed in India to enhance cooperation between the two countries.
Conversely, Macron in China to lecture the Chinese like its 1860 again! What are the French thinking?
The Yen up thanks to the prospect of higher interest rates. It won't happen because it cannot but it will destroy the carry trade. Pity the investment bankers who lose access to free money. It is important because the sums are hu
Trump on edge as foreign policy happenings may not be enough to win the mid term election as long as inflation is there and Americans a feeling poorer. Who could have guessed?
Real estate bubble in China still not under control with Evergrande back in the news. Can China manage the issue better than Japan did 30 years ago?
And finally the AI bubble staring at the abyss although it is probably right now the last peg holding the market at the current unsustainable level.
Can the dislocation wait another month or will 2026 arrive early?
https://www.youtube.com/watch?v=2YOg9EVbuXE
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