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Open →Bank for International Settlements, carry-trade and August 2024 market turbulence bulletin
www.bis.org
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Open →NBER Working Paper 31970, Monetary Tightening, CRE Distress, and U.S. Bank Fragility
www.nber.org
Evidence registrySource
Open →[14] Reuters, SoftBank and AEP plan massive Ohio gas-fired AI data center campus
www.reuters.com
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Open →Federal Reserve Bank of New York, Household Debt Balances Rise Slightly, May 12, 2026
www.newyorkfed.org
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Open →Bank for International Settlements, U.S. Dollar Funding: An International Perspective
www.bis.org
Evidence registryArticle
Open →The Yen's Hidden Backstop: FIMA, Dollar Creation and the Treasury Market
Japan's 2026 yen intervention was enormous, but Federal Reserve balance-sheet data show FIMA was not used to fund it. That may be the more important finding. FIMA sits behind the global dollar system as a mechanism allowing approved foreign monetary authorit…
Global Macro Signals (🌐📡)Topic
Open →Policy Watch — Fed, Treasury & CBs (🏛️📜)
Tracking monetary, fiscal, and regulatory decisions from the Fed, Treasury, ECB, BOJ, PBOC, and global central banks.
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