Category Archives: Economic fundamentals

Establishment Democrats Still Don’t Get Why They Lost in 2024

Democrats can’t face that they don’t have a message because having one with broad appeal would alienate too many powerful factions.

Iran War: Trump-Netanyahu Dust-Up Over Negotiations – Bona Fide or Deception? Oil Speculators Cheer Three Supertankers Leaving Gulf, as Continued Bond and Financial Market Decline Seems Likely

Today’s Iran war news: Some oil leaving the Gulf gave markets a boost, but the US-Iran impasse remains, along with US attack threats.

Satyajit Das: The Global Economy – A Very Uncertain Future!

Satyajit Das looks at the big stressors on the global economy and find that governments will be unable to do much to alleviate them.

Iran War: US Experts and Iran Still Expect Major Attack; Wall Street Journal Debunks Trump Claim of Gulf State Intervention; Bond Rout Intensifies

Today’s Iran war update: The US still looks to be planning to resume the war against Iran even as the bond market rout intensifies.

Michael Hudson Warns: Imminent Economic Catastrophe – War, Oil Crisis & Bond Market Panic

Michael Hudson explains how the financier-friendly medicine of higher interest rates will only make the impending economic crisis worse.

Iran War: Trump’s Latest TACO on Iran Strike Pits Gulf States Against Israel; Bond Market Tremors Add to Hard-to-Deny Signs of Economic Stress

Today’s Iran war update: Has seemingly irresistible force Israel met immovable objects in the form of Gulf states and the bond markets?

Macroeconomics of Tariffs with Global Production and Finance Networks

A new model that incorporates more real world factors than standard approaches finds that tariffs can do more damage than previously thought.

Iran War: Trumps Makes New Threat as Buildup Continues; Middle East Data Centers, Key to US Military, at Risk; More Recognition of Risk of Shortages Like Impact of Scarce Diesel

Today’s Iran war update: Trump again bares his teeth and makes escalatory moves as the global economy starts to bleed out.

Iran War: More Speculation that US Will Restart War, Along with Possible UAE Operation Against Key Iran Island, Big Explosion at Israel Weapons Factory; Yet More on Imminent Real Economy Damage

Today’s Iran war news: Rumors on Trump to decide on restarting war, possible UAE action, Israel explosion, plus info on real economy damage

Iran War: Economic Pressures Rise and Bond Market Jitters Increase as Gulf States Rebel, Constraining Trump Even More

Today’s Iran war news: Trump faces actual or incipient revolts from bond investors and Gulf States, with shortages also becoming visible.

Michael Hudson: US Designs on Iran and the Trump-Xi Summit

With Iranian journalist Ali Alizadeh, Michael Hudson debunks White House spin on the Trump-Xi talk and gives a historical view of the war

Iran War: Tanker War Lite as Trump Comes Even More Unglued and Real Economy Damage Becomes More Visible

Today’s Iran war update: The contest over control of the Strait of Hormuz continues as Congresscritters and the press tally war costs.

China’s Real Estate Reckoning: Lessons from Japan’s Lost Decade

China is still suffering a real estate bubble hangover, with a lot of symptoms similar to Japan’s deflation.

‘Hands Off Our Pensions’: Belgian Workers Take to the Streets in General Strike Against Austerity Measures

The latest national strike in a series over a year and a half against policies that a union leader said will heighten inequality and poverty

Iran War: Iran Escalates With Threat of Even Higher Level of Enrichment, Assertion of Larger Gulf Control Area as US Revealed to Have Lost 39 Planes and Press Gives Ever More Coverage to Economic Damage; Israel Political Meltdown Could Stymie Further Attacks; Trump More Visibly Losing His Mind

Today’s Iran war watch: Iran ups demands as more evidence of US weakness and Trump insanity emerges, and the economy is collateral damage.