H.8 Report Check: A More Resilient Economy Than Headlines Suggest
6:27
H.8 Report Check: A More Resilient Economy Than Headlines Suggest
US Trade Balance Shift Signals a Hit to Offshore Dollar Supply
1:45
US Trade Balance Shift Signals a Hit to Offshore Dollar Supply
PLOT DEVELOPMENT WEEK - BUILD WEEKLY ROUNDUP - 2025 WEEK #22
1:07:37
PLOT DEVELOPMENT WEEK - BUILD WEEKLY ROUNDUP - 2025 WEEK #22
Treasury Pivots: Bets on Faster GDP Growth
10:51
Treasury Pivots: Bets on Faster GDP Growth
Bitcoin-Backed Dollar? The GENIUS Act Lays the Groundwork for a Remakikng of the Dollar
6:21
Bitcoin-Backed Dollar? The GENIUS Act Lays the Groundwork for a Remakikng of the Dollar
A PIVOTAL WEEK - BUILD WEEKLY ROUNDUP - 2025 WEEK #21
1:09:35
A PIVOTAL WEEK - BUILD WEEKLY ROUNDUP - 2025 WEEK #21
A Sign of Shifting Capital Flows: L'Oreal Taps the US for Dollars
5:18
A Sign of Shifting Capital Flows: L'Oreal Taps the US for Dollars
Long Bond Yields Surge: Will an SLR Exemption Be the Next Backstop?
2:42
Long Bond Yields Surge: Will an SLR Exemption Be the Next Backstop?
$100 In, $70 Out: Offshore Capital Helps US Credit Expansion
3:22
$100 In, $70 Out: Offshore Capital Helps US Credit Expansion
It's Not Just Trade: Defense and Capital Collide in the US-China Rivalry
3:19
It's Not Just Trade: Defense and Capital Collide in the US-China Rivalry
Did a Dollar Squeeze in Hong Kong Force China to the Negotiating Table?
6:31
Did a Dollar Squeeze in Hong Kong Force China to the Negotiating Table?
NOT YOUR FATHER'S RECESSION - BUILD WEEKLY ROUNDUP - 2025 WEEK #20
1:16:47
NOT YOUR FATHER'S RECESSION - BUILD WEEKLY ROUNDUP - 2025 WEEK #20
Tariffs Keep USD Onshore. Here’s How That Fuels Inflation
3:09
Tariffs Keep USD Onshore. Here’s How That Fuels Inflation
Bitcoin Pressure Builds: 21MM Supply Cap Meets Debt Creation
4:19
Bitcoin Pressure Builds: 21MM Supply Cap Meets Debt Creation
How Liberation Day Tariffs Inhibit China's Belt and Road Initiative via $USD and $HKD
34:34
How Liberation Day Tariffs Inhibit China's Belt and Road Initiative via $USD and $HKD
HONG KONG DOLLAR SQUEEZE - BUILD WEEKLY ROUNDUP - 2025 WEEK #19
1:24:41
HONG KONG DOLLAR SQUEEZE - BUILD WEEKLY ROUNDUP - 2025 WEEK #19
How Does the Consumer Hold Up?
10:18
How Does the Consumer Hold Up?
Retail and Institutional Interest in Gold
24:38
Retail and Institutional Interest in Gold
Bitcoin Does Not Solve This?
6:59
Bitcoin Does Not Solve This?
Bitcoin's Breakout from its Q1 2025 Downtrend?
12:04
Bitcoin's Breakout from its Q1 2025 Downtrend?
🚨 Investment Grade Credit Flashing Stress
14:32
🚨 Investment Grade Credit Flashing Stress
Risk vs. Uncertainty: Knowing the Difference is Critical for Portfolio Positioning
3:33
Risk vs. Uncertainty: Knowing the Difference is Critical for Portfolio Positioning
MOVE Index: The Bond Market's VIX
6:00
MOVE Index: The Bond Market's VIX
Gold Entering Blow-Off Top?
2:45
Gold Entering Blow-Off Top?
Backstop for Treasury Yields? Create a New Liquidity Facility
5:48
Backstop for Treasury Yields? Create a New Liquidity Facility
US vs. China: Like Hagler vs. Hearns
2:36
US vs. China: Like Hagler vs. Hearns
CNH Flinches
2:02
CNH Flinches
Geopolitical Economic Warfare: Short Attack
4:26
Geopolitical Economic Warfare: Short Attack
Remonetize the Gold?
7:35
Remonetize the Gold?
Smoot-Hawley Oversimplifies Liberation Day Tariffs
11:15
Smoot-Hawley Oversimplifies Liberation Day Tariffs