30 Jan, 2026
In een recent AD artikel, over de dollar daling, staat deze vraag: "Moeten we ons nu zorgen maken, of is dit juist goed nieuws?" In 1971 sprak de Amerikaanse Minister van Financiën John Connally reeds deze woorden: "De dollar is onze munt maar jullie probleem". Een US$ daling maakt Amerikaanse export (o.a. gas, olie) goedkoper, en maakt de Amerikaanse import...
28 Jan, 2026
There’s an interesting trend happening: the sale of American treasuries by European countries, including their insurance companies and pension funds. The volume isn’t high yet but American media did notice this trend (eg, Bloomberg-2026). The above seems trivial but the devil is in the details: Any increase in sales will lower any market price, and/but a lower...
23 Jan, 2026
Intro LO: Onderstaande - en bovenstaande - gedachte had ik zelf reeds verwerkt in mijn derde (decoupling) bullet van mijn blog van 12 januari 2026: When will American debt become a tipping point? Mijn vraag van vandaag: is deze ontkoppeling eigenlijk realistisch ?? Het ontbreken van een serieus alternatief kan een NEE betekenen want China is geen serieus...
21 Jan, 2026
The continuous - and increasingly ridiculous - import tariff threats by the American president, makes me wonder if he already knows the forthcoming SCOTUS verdict. Losing could well explain his ridiculous threats. Winning could, however, also explain the forthcoming SCOTUS verdict. The absence of that verdict - about the legality of import tariffs - could well imply...
15 Jan, 2026
The US threats to American countries (eg, Canada, Latin and South America) and also to Greenland (Europe) gave rise to my new diagram. My 2026 diagram is partially based on my 2018 diagram that (only) compared Europe and USA. This 2026 diagram compares China, Europe, Russia, and USA. To be continued. DISCLAIMER: Following comments on my draft version (eg,...
12 Jan, 2026
Intro LO: The recent warning of Janet Yellen (b.1946), economist and former US Treasury Secretary (2021-2025), has been on my mind for quite some time. I suppose this quote is essential for any country, and especially USA: "a state with increasingly expensive obligations and a very limited appetite for taxes." (Fortune) Note LO: markings in quote by me. Most likely,...
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