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ExorbitantPrivilege

News & Insights

Rewiring Chaos

President elect Trump s command of both houses and Supreme Court mean he is better prepared and more determined to radically remake America and the world He has nominated committed

Learning Time

I will visit Vietnam followed by Australia over the next few weeks I ll observe and question how Vietnam is adapting to the China displacement trend and try to uncover

Short-Term Parking

United States government finances are in a dire state and getting worse The Congressional Budget Office CBO says so the IMF says so the investment community say so The gold

Making The Dollar UnGreat Again

The Trump administration will to be radical Making America Great Again again looks like it includes plans to make the dollar less great That will create new enemies and huge

Geo-financial risk goes public

Today the Dutch central bank Executive Board Member Steven Maijoor asked financial institutions such as banks insurers and pension funds to proactively identify geopolitical risks and strengthen their operational resilience

Blind to bumps

The distribution channels of new US treasury bond issues have changed radically since the GFC and become especially marked since the Fed began tightening in 2022 Conventional asset managers have

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Exorbitantprivilege unpicks the liquidity links of central banks, the dollar, international equities, bonds, commodities and currencies, plus a few other related themes – such as regulation. It showcases the pet rants of Meyrick Chapman, principal of Hedge Analytics Ltd.

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