FOUND: Robin brooks - You Need To See This

Fed Chair Kevin Warsh is actually managing U.S. debt costs not inflation, economist says, as interest rates threaten to top GDP growth soon

"We’re not in hawkish or dovish land. What’s happening is yield curve management, which itself is a function of how precarious the U.S. debt picture is."

Fortune · 10h ago

Saudi Arabia is reaping a massive oil windfall, making it perhaps the Iran war’s only winner. Tehran’s proxies actually ‘did Saudi a favor’

“Folks, at this point in time, any exports Saudi achieves via the Red Sea is just icing on their $100/barrel cake.”

Fortune · Sep 28

US pressure on Iran bites as Gulf nations tighten economic screws: Scott Bessent

The campaign centres on Operation Economic Outcast, launched by the US Treasury on August 24 as a broad effort to cut Iran’s access to international finance and other economic channels. The Treasury says the campaign is targeting networks involved in oil smuggling, sanctions evasion and the movement of money linked…

The Times of India · Sep 27

Scott Bessent is 'playing with fire' as the Treasury's debt buyback risks putting the dollar in a devaluation spiral like the yen, economist warns

"Markets are primed for Dollar debasement to resume and — as Japan shows — it can be next to impossible to stabilize a currency once it enters a devaluation spiral."

Fortune · Aug 21

Scott Bessent fired a currency bazooka, but global finance still looks like a 'giant Jenga tower' propped up by a Japanese yen that's in deep trouble

"Now traders are watching the 'yen carry trade,' where cheap yen borrowing funds bets on higher-yielding assets worldwide, and wondering if it’s about to blow up."

Fortune · Aug 15

The U.S. Backs Japan's Yen After Decades. Here's What's Really at Stake for Investors.

The yen had been under intense pressure in recent weeks, falling as low as 163.73 against the dollar before recovering to around 157.57 after authorities stepped into the market.

International Business Times · Aug 3

America's 'weird' and 'unwise' intervention in the Japanese yen: 'The last thing you want is to give markets any kind of reason to ask questions'

Why did the Treasury sell euros to buy yen and come to the rescue of the flailing Japanese currency?

Fortune · Aug 3

Top Iranian officials admitted to the supreme leader that the U.S. naval blockade was crushing the economy, report says, as Trump eyes reimposing it

"Ultimately, both sides need a deal soon given domestic vulnerabilities: looming U.S. midterms, Iran's economic and political fragilities."

Fortune · Jul 10

The yen is quietly crashing as Japan’s debt crisis bleeds into currency markets, and efforts to halt the slide are 'doomed to fail,' economist says

"There’ll come a point when markets will just ignore intervention."

Fortune · Jul 6

The contrarian view for Fed rate cuts: Payrolls will weaken, inflation will plunge, and Kevin Warsh was 'largely performative' in his hawkishness

"He had to sound hawkish to draw a clear line between himself and the White House."

Fortune · Jun 27