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AI Slowdown Coordination Failure Is Already Baked In, and the Data Shows Why
The consensus read on the AI slowdown debate treats it as a live question, an open negotiation where outcomes remain genuinely uncertain. The structure of Dario Amodei’s own plan,…
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Türkiye’s ÜNLÜ & Co Launches UNLU Merchant Bank to Broaden Its London Footprint
The UK arm of ÜNLÜ & Co, UNLU Securities UK Limited, has widened the scope of its regulatory permissions with the Financial Conduct Authority (FCA) and will trade onwards under the name…
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Japan Yen Intervention Profits Fuel a Political Battle Over a ¥3.54 Trillion Windfall
The consensus read on Japan’s foreign exchange reserves is that a record drawdown is a sign of stress. Japan yen intervention profits tell a rather different story, one the Ministry of…
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The 10-year Treasury yield outlook: why 5% may not be the ceiling this time
The consensus read on the 10-year Treasury yield outlook is that 5% represents some kind of gravitational wall, a level where buyers swarm back and sellers retreat, just as they did on 23…
