Shadow Banking
Private Credit – This Cycles Systemic Risk
The Iran war is in the headline for entirely understandable reason. But AI remains the other key story for the…
The Great China Deleverage: Economy Ain’t Broke and Stocks OK
There remains a lot of noise about incipient trade wars and the like between the US and China. But, interestingly,…
More Xi: China’s Pathway Towards Economic Stability
There were significant developments out of China last quarter. The most important was the announcement by state media in late…