Latest Articles that tagged "Capital Flows"
Warsh Inherits a Market Priced for Growth

Warsh Inherits a Market Priced for Growth
— Margin Notes: 2026-08-28

US stock futures slipped before Kevin Warsh’s Jackson Hole speech, while the US 10-year Treasury yield held at 4.67%. The market is not waiting for a rate decision today; it is waiting for a...

Goldman Sachs Finds Easier Money Still Has a Bill

Goldman Sachs Finds Easier Money Still Has a Bill
— Margin Notes: 2026-08-17

Goldman Sachs said markets are too aggressive in betting on further US Federal Reserve rate increases, while emerging-market currencies climbed to records as those expectations softened....

The Peace Deflation

The Peace Deflation
— Margin Notes: 2026-05-25

A small spark in the Middle East has officially become a structural fire. The attack on a UAE nuclear plant from Iraq serves as a calculated warning shot from Iran, shifting the regional tension from diplomatic posturing to kinetic reality...