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Japan - coming for to carry me home?
Rising bond yields suggest that Japan may prove to be a bigger driver of market events in 2026 than people anticipate.
Jan 8
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Charlie Crowson
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Ukraine, the EU, and the price of peace
Economically and politically, history shows us that Europe post-conflict always looks very different.
Dec 16, 2025
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Charlie Crowson
1
UK budget mayhem - yet the markets go 'meh'.
Why are the bond and currency markets shrugging off such a controversial UK government budget?
Nov 30, 2025
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Charlie Crowson
Burger this: Wendy's and the K-shaped economy.
How much can we infer about the US economy from one company's earnings performance? Perhaps more than you'd think.
Nov 3, 2025
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Charlie Crowson
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Accounting and the end of the business cycle
While narratives furnish the rally, it is issues around revenue recognition and the matching principle that mark the downturns.
Oct 10, 2025
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Charlie Crowson
Do stablecoins spell the demise of the bankster?
Could the passing of the GENIUS Act in the US mark a watershed for the tokenisation of money, and consumption more generally?
Sep 18, 2025
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Charlie Crowson
1
The UK bond market - worst amongst equals?
Should we point the finger at an incompetent government when long-dated bond yields are rising globally?
Sep 3, 2025
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Charlie Crowson
1
Safety in numbers? Doubting the data goes mainstream.
Thanks to President Trump, questioning official statistics is no longer just a hobby for the tinned food, guns and ammo types.
Aug 11, 2025
•
Charlie Crowson
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