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The Institutional Risk Analyst


Will BRICS Topple the Dollar?
Whenever you hear the magic words "blockchain" and "digital tokens," it's a good guess that whatever follows is nonsense.
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Oct 21, 20245 min read


EVs Wane, Fintech Sputters & COF Dumps Commercial Mortgages
Now let’s take a look at how some members of the banking and fintech sector are doing in the first month of 2024.
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Jan 29, 20248 min read


China's Debt Crisis Accelerates
Our view is that China has been caught in a debt deflation for the past five years.
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Aug 22, 20238 min read


Housing, China & the Dollar
The world of secured finance is still coming to grips with the idea of several more increases in the federal funds rate this year.
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Jul 5, 20236 min read


Trade Warrior: Dan Caprio on the EU, China and Global Trade
A nation of 1.5 billion souls is being held hostage by a criminal gang called the Chinese Communist Party.
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Oct 4, 20217 min read


Bill Witherall: China and Wall Street – Decoupling or Linking?
China and American are more linked than ever and despite the bluster of President Trump...
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Oct 23, 20205 min read
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