News · Rates & FX · Japan, US · 27 May 2026
Japanese Prime Minister Sanae Takaichi may have bought time by announcing extra spending to tide over high prices. But her willingness to spend is being closely watched by investors around the world as it signals danger…
News · Markets · US · 26 May 2026
On the morning of May 20, a 277-page document landed on the Securities and Exchange Commission's servers, and for a few hours it triggered intense market speculation and commentary across financial media.
News · Markets · US · 25 May 2026
Nearly two decades after the financial crisis, Wall Street is rebuilding the same web of complex models and opaque instruments that nearly destroyed the system. History suggests the outcome will be identical.
News · Policy · Global · 23 May 2026
Mythos, the name given by Anthropic to its highly capable, unreleased cybersecurity-focused frontier model because the word represents stepping "beyond the boundaries of the known," has proved exceptionally good at…
News · Rates & FX · Hong Kong, US · 21 May 2026
A signal buried in market data is flashing again -- and this time, inflation isn't letting up.
News · Ideas · Japan, India · 21 May 2026
News · Credit · US · 19 May 2026
Perpetual BDCs record their first-ever negative net flows in Q1 2026, as AI-driven fears over software collateral send redemptions past inflows — and managers scramble to shut the gates.
News · Credit · US · 19 May 2026
Ordinary investors were told they could access Wall Street's most exclusive loans, with a quarterly exit if they needed out. Now, as federal prosecutors circle and redemption gates snap shut, that promise is unraveling.
News · Macro · India, US · 17 May 2026
Three months after hostilities closed the Strait of Hormuz, roughly 15 percent of the world's oil supply remains offline. Even as Wall Street just had its best month in years, the crisis has remade daily life across the…
News · Macro · Global · 15 May 2026
How a Soviet humiliation in London became the operating manual for Beijing's economic strategy
News · Macro · Japan, US · 14 May 2026
Scott Bessent flew to Tokyo to allegedly fix the yen. But the market crisis he used to make the case for Japanese culpability came not from Ginza but from a presidential threat about a Danish island. The evidence points in an inconvenient direction.
News · Policy · Japan, US · 13 May 2026
Treasury Secretary's Tokyo visit puts him at odds with Prime Minister Takaichi's economic program — and exposes how Japan's bond market instability lands directly on American borrowing costs.
News · Macro · Global · 12 May 2026
I watched The Helsinki Effect after seeing it pop up on the DW Documentary YouTube channel. Eighty-eight minutes. I kept thinking I'd stop after the next section. I didn't.
News · Ideas · Global · 9 May 2026
A few days ago I argued Claude showed signs of consciousness, and that this looked to me like a step toward AGI. The pushback was sharp, some of it fair.
News · Macro · US · 8 May 2026
By Kenan Machado, May 9, 2026
