# sources

node_name: Federal Reserve
created_at: 2026-04-11 09:26:35
url:
https://www.federalreserve.gov/monetarypolicy/monetary-policy-strategy-tools-and-communications-statement-on-longer-run-goals-monetary-policy-strategy-2025.htm

title:
Federal Reserve: Monetary policy strategy tools and communications statement on longer run goals monetary policy strategy 2025


node_name: Dollar Hegemony
created_at: 2026-04-11 09:26:35
url:
https://www.hlhunt.org/uncategorized/dollar-hegemony-and-reserve-currency-dynamics-institutional-analysis-of-global-monetary-architecture-hl-hunt-financial/

title:
hlhunt.org: Dollar hegemony and reserve currency dynamics institutional analysis of global monetary architecture hl hunt financial


title: cambridge.org: B36ED9082CECE54F3F5B8E8F40D15148
node_name: Eurodollar System
created_at: 2026-04-11 09:26:35
url:
https://www.cambridge.org/core/journals/journal-of-institutional-economics/article/evolution-of-the-offshore-usdollar-system-past-present-and-four-possible-futures/B36ED9082CECE54F3F5B8E8F40D15148


title: williamjteesdale.com: The hidden monetary system how the eurodollar network runs global finance
node_name: Eurodollar System
created_at: 2026-04-11 09:26:35
url:
https://www.williamjteesdale.com/p/the-hidden-monetary-system-how-the-eurodollar-network-runs-global-finance


title: Bloomberg: The petrodollar loop supporting the treasury market is broken
node_name: Petrodollar Recycling Loop
created_at: 2026-04-11 09:26:35
url:
https://www.bloomberg.com/opinion/articles/2026-04-06/the-petrodollar-loop-supporting-the-treasury-market-is-broken


node_name: US Treasury Market as Global Collateral
created_at: 2026-04-11 09:26:35
url:
https://www.federalreserve.gov/econres/notes/feds-notes/the-12-trillion-u-s-repo-market-evidence-from-a-novel-panel-of-intermediaries-20250711.html

title:
Federal Reserve: The 12 trillion u s repo market evidence from a novel panel of intermediaries 20250711


title: savvywealth.com: Reverse repos in 2025 when near zero signals systemic vulnerability
node_name: Repo Market ($12T Daily Plumbing)
created_at: 2026-04-11 09:26:35
url:
https://www.savvywealth.com/blog-posts/reverse-repos-in-2025-when-near-zero-signals-systemic-vulnerability


node_name: Treasury Basis Trade
created_at: 2026-04-11 09:26:35
url:
https://resonanzcapital.com/insights/basis-trade-2.0-the-re-engineered-cash-versus-futures-arbitrage-reshaping-the-u.s.-treasury-market

title:
resonanzcapital.com: Basis trade 2.0 the re engineered cash versus futures arbitrage reshaping the u.s. treasury market


title: Bloomberg: Treasury yield surge stokes fear of next big basis trade unwind
node_name: Treasury Basis Trade
created_at: 2026-04-11 09:26:35
url:
https://www.bloomberg.com/news/articles/2025-04-08/treasury-yield-surge-stokes-fear-of-next-big-basis-trade-unwind


title: bostonfed.org: Kloks SwapLines
node_name: Fed Dollar Swap Lines
created_at: 2026-04-11 09:26:35
url:
https://www.bostonfed.org/-/media/Documents/events/2025/stress-testing-research-conference/Kloks_SwapLines.pdf


node_name: Japan JGB Crisis
created_at: 2026-04-11 09:26:35
url:
https://www.wrightresearch.in/blog/japans-bond-market-crash-what-just-happened-and-why-it-matters-for-global-markets/

title:
wrightresearch.in: Japans bond market crash what just happened and why it matters for global markets


node_name: Japan JGB Crisis
created_at: 2026-04-11 09:26:35
url:
https://europeanbusinessmagazine.com/business/japans-7-trillion-bond-market-selloff-sends-shockwaves-through-global-markets/

title:
europeanbusinessmagazine.com: Japans 7 trillion bond market selloff sends shockwaves through global markets


node_name: Japan JGB Crisis
created_at: 2026-04-11 09:26:35
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-1-22-global-bond-market-tremors-10-year-treasury-yield-hits-430-amid-japanese-fiscal-meltdown

title:
markets.financialcontent.com: Marketminute 2026 1 22 global bond market tremors 10 year treasury yield hits 430 amid japanese fiscal meltdown


title: atlasinstitute.org: Weaponized finance sanctions swift and the future of global political risk
node_name: SWIFT Dollar Weaponization
created_at: 2026-04-11 09:26:35
url:
https://atlasinstitute.org/weaponized-finance-sanctions-swift-and-the-future-of-global-political-risk/


title: oanda.com: Sanctions paradox financial fragmentation dollar dominance
node_name: SWIFT Dollar Weaponization
created_at: 2026-04-11 09:26:35
url:
https://www.oanda.com/us-en/trade-tap-blog/analysis/fundamental/sanctions-paradox-financial-fragmentation-dollar-dominance/


title: Federal Reserve: The central bank balance sheet trilemma 20260114
node_name: QE/QT Balance Sheet Mechanism
created_at: 2026-04-11 09:26:35
url:
https://www.federalreserve.gov/econres/notes/feds-notes/the-central-bank-balance-sheet-trilemma-20260114.html


title: cpram.com: Fed from quantitative tightening to quantitative easing
node_name: QE/QT Balance Sheet Mechanism
created_at: 2026-04-11 09:26:35
url:
https://cpram.com/fra/en/individual/publications/experts/article/fed-from-quantitative-tightening-to-quantitative-easing


node_name: Endogenous Money Creation
created_at: 2026-04-11 09:26:35
url:
https://euclid.int/blog/research-the-inherent-instability-of-debt-based-money-creation-and-the-looming-end-of-the-interest-based-monetary-system.html

title:
euclid.int: Research the inherent instability of debt based money creation and the looming end of the interest based monetary system


node_name: Yen Carry Trade Unwind
created_at: 2026-04-11 09:26:35
url:
https://www.livemedianews.gr/world/6345/why-the-yen-carry-unwind-of-2026-could-be-three-times-larger-than-the-one-that-rattled-markets-last-year/

title:
livemedianews.gr: Why the yen carry unwind of 2026 could be three times larger than the one that rattled markets last year


node_name: Yen Carry Trade Unwind
created_at: 2026-04-11 09:26:35
url:
https://stapletonam.com/the-unwind-of-the-yen-carry-trade-understanding-the-reverse-carry-trade-and-its-global-consequences/

title:
stapletonam.com: The unwind of the yen carry trade understanding the reverse carry trade and its global consequences


title: disruptionbanking.com: Japan yen carry trade unwind could it trigger the next market crash
node_name: Yen Carry Trade Unwind
created_at: 2026-04-11 09:26:35
url:
https://www.disruptionbanking.com/2025/12/18/japan-yen-carry-trade-unwind-could-it-trigger-the-next-market-crash/


node_name: Fiscal Dominance
created_at: 2026-04-11 09:26:35
url:
https://www.brookings.edu/articles/remarks-by-janet-l-yellen-on-the-future-of-the-fed-central-bank-independence-and-fiscal-dominance/

title:
Brookings: Remarks by janet l yellen on the future of the fed central bank independence and fiscal dominance


title: westernasset.com: Fiscal dominance in the us will politics trump policy 2025 08 25
node_name: Fiscal Dominance
created_at: 2026-04-11 09:26:35
url:
https://www.westernasset.com/us/en/research/blog/fiscal-dominance-in-the-us-will-politics-trump-policy-2025-08-25.cfm


title: OECD: Sovereign borrowing outlook 4470147b
node_name: r-g Debt Sustainability Condition
created_at: 2026-04-11 09:26:35
url:
https://www.oecd.org/en/publications/global-debt-report-2026_e9d80efd-en/full-report/sovereign-borrowing-outlook_4470147b.html


title: financialrealtalks.com: The dollar milkshake theory is it a myth or a crisis in the making
node_name: Dollar Milkshake Theory
created_at: 2026-04-11 09:26:35
url:
https://financialrealtalks.com/2025/04/29/the-dollar-milkshake-theory-is-it-a-myth-or-a-crisis-in-the-making/


title: Federal Reserve: Shifting dynamics in bank funding of nbis the rise of credit lines 20250714
node_name: NBFI Shadow Banking System
created_at: 2026-04-11 09:26:35
url:
https://www.federalreserve.gov/econres/notes/feds-notes/shifting-dynamics-in-bank-funding-of-nbis-the-rise-of-credit-lines-20250714.html


title: cepr.org: Dilemma not trilemma global financial cycle and monetary policy independence
node_name: Global Financial Cycle (Rey's Dilemma)
created_at: 2026-04-11 09:26:35
url:
https://cepr.org/voxeu/columns/dilemma-not-trilemma-global-financial-cycle-and-monetary-policy-independence


title: Federal Reserve: Ins and outs of collateral re use 20181221
node_name: Collateral Rehypothecation Chains
created_at: 2026-04-11 09:26:35
url:
https://www.federalreserve.gov/econres/notes/feds-notes/ins-and-outs-of-collateral-re-use-20181221.html


title: ecb.europa.eu: Ecb.mpbu20250818 01.en
node_name: Macroprudential Policy Toolkit
created_at: 2026-04-11 09:26:35
url:
https://www.ecb.europa.eu/press/financial-stability-publications/macroprudential-bulletin/html/ecb.mpbu20250818_01.en.html


title: capitaladvisors.com: Slr reform 2025 unlocking bank balance sheets and navigating new risks
node_name: Supplementary Leverage Ratio (SLR)
created_at: 2026-04-11 09:26:35
url:
https://www.capitaladvisors.com/research/slr-reform-2025-unlocking-bank-balance-sheets-and-navigating-new-risks/


title: mayerbrown.com: Us banking regulators propose enhanced supplementary leverage ratio reform
node_name: Supplementary Leverage Ratio (SLR)
created_at: 2026-04-11 09:26:35
url:
https://www.mayerbrown.com/en/insights/publications/2025/06/us-banking-regulators-propose-enhanced-supplementary-leverage-ratio-reform


node_name: Term Premium
created_at: 2026-04-11 09:26:35
url:
https://markets.financialcontent.com/wral/article/marketminute-2025-12-25-the-great-normalization-what-the-reshaping-yield-curve-foretells-for-2026

title:
markets.financialcontent.com: Marketminute 2025 12 25 the great normalization what the reshaping yield curve foretells for 2026


title: piie.com: China gives state backed digital cash us and europe should take note
node_name: mBridge Programmable Money Infrastructure
created_at: 2026-04-11 09:26:35
url:
https://www.piie.com/blogs/realtime-economics/2026/china-gives-state-backed-digital-cash-us-and-europe-should-take-note


node_name: mBridge Programmable Money Infrastructure
created_at: 2026-04-11 09:26:35
url:
https://www.tradingview.com/news/cointelegraph:9c2c921fc094b:0-china-led-cbdc-platform-mbridge-tops-55b-in-cross-border-payments/

title:
tradingview.com: Cointelegraph:9c2c921fc094b:0 china led cbdc platform mbridge tops 55b in cross border payments


title: ecb.europa.eu: Ecb.rb241216~56e9933c88.en
node_name: Sovereign-Bank Doom Loop
created_at: 2026-04-11 09:26:35
url:
https://www.ecb.europa.eu/press/research-publications/resbull/2024/html/ecb.rb241216~56e9933c88.en.html


title: promarket.org: The cantillon effect why wall street gets a bailout and you dont
node_name: QE Cantillon Effect
created_at: 2026-04-11 09:26:35
url:
https://www.promarket.org/2020/04/13/the-cantillon-effect-why-wall-street-gets-a-bailout-and-you-dont/


title: spglobal.com: Primer currency wars and foreign exchange manipulation
node_name: Currency Wars / Competitive Devaluation
created_at: 2026-04-11 09:26:35
url:
https://www.spglobal.com/marketintelligence/en/mi/solutions/primer-currency-wars-and-foreign-exchange-manipulation.html


title: fsb.org: Non bank financial intermediation
node_name: Shadow Banking / NBFI Credit System
created_at: 2026-04-11 09:26:35
url:
https://www.fsb.org/work-of-the-fsb/financial-innovation-and-structural-change/non-bank-financial-intermediation/


node_name: Shadow Banking / NBFI Credit System
created_at: 2026-04-11 09:26:35
url:
https://www.hlhunt.org/uncategorized/shadow-banking-and-systemic-risk-the-rise-of-nonbank-financial-intermediation-hl-hunt-financial/

title:
hlhunt.org: Shadow banking and systemic risk the rise of nonbank financial intermediation hl hunt financial


title: bostonfed.org: Relaxing dealers risk constraints can make treasury market liquid
node_name: Basel III SLR Treasury Market Illiquidity Trap
created_at: 2026-04-11 09:26:35
url:
https://www.bostonfed.org/publications/current-policy-perspectives/2025/relaxing-dealers-risk-constraints-can-make-treasury-market-liquid.aspx


node_name: Basel III SLR Treasury Market Illiquidity Trap
created_at: 2026-04-11 09:26:35
url:
https://www.federalregister.gov/documents/2025/12/01/2025-21626/regulatory-capital-rule-modifications-to-the-enhanced-supplementary-leverage-ratio-standards-for-us

title:
federalregister.gov: Regulatory capital rule modifications to the enhanced supplementary leverage ratio standards for us


node_name: Basel III SLR Treasury Market Illiquidity Trap
created_at: 2026-04-11 09:26:35
url:
https://bankingjournal.aba.com/2025/11/fdic-approves-revised-supplementary-leverage-ratio-standards-for-largest-banks/

title:
bankingjournal.aba.com: Fdic approves revised supplementary leverage ratio standards for largest banks


title: rhg.com: Chinas Economy Rightsizing 2025 Looking Ahead to 2026
node_name: China Debt Deflation Trap
created_at: 2026-04-11 09:26:35
url:
https://rhg.com/wp-content/uploads/2025/12/Chinas-Economy-Rightsizing-2025-Looking-Ahead-to-2026.pdf


node_name: China Debt Deflation Trap
created_at: 2026-04-11 09:26:35
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-3-20-the-great-stagnation-china-grapples-with-deflationary-spiral-as-global-lead-slips

title:
markets.financialcontent.com: Marketminute 2026 3 20 the great stagnation china grapples with deflationary spiral as global lead slips


title: thedocs.worldbank.org: CEU December 2025 EN
node_name: China Debt Deflation Trap
created_at: 2026-04-11 09:26:35
url:
https://thedocs.worldbank.org/en/doc/600cd53e2bb24d516b8c3489e5d2c187-0070012025/original/CEU-December-2025-EN.pdf


node_name: European Sovereign-Bank Doom Loop
created_at: 2026-04-11 09:26:35
url:
https://www.esm.europa.eu/blog/navigating-quantitative-tightening-funding-europes-future-without-rekindling-sovereign-bank

title:
esm.europa.eu: Navigating quantitative tightening funding europes future without rekindling sovereign bank


node_name: Private Credit Shadow Banking Explosion
created_at: 2026-04-11 09:26:35
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-3-16-the-shadow-banking-crack-up-private-credit-faces-its-moment-of-truth

title:
markets.financialcontent.com: Marketminute 2026 3 16 the shadow banking crack up private credit faces its moment of truth


title: cnbc.com: Private credit defaults loan quality debt risk systemic ai disruption
node_name: Private Credit Shadow Banking Explosion
created_at: 2026-04-11 09:26:35
url:
https://www.cnbc.com/2026/03/25/private-credit-defaults-loan-quality-debt-risk-systemic-ai-disruption.html


node_name: Private Credit Shadow Banking Explosion
created_at: 2026-04-11 09:26:35
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-4-10-the-shadow-credit-conundrum-why-banks-11-trillion-bet-on-private-lending-faces-a-high-tech-reckoning

title:
markets.financialcontent.com: Marketminute 2026 4 10 the shadow credit conundrum why banks 11 trillion bet on private lending faces a high tech reckoning


title: eastasiaforum.org: Mar a lago accord spells uncertainty for the global financial system
node_name: Mar-a-Lago Accord
created_at: 2026-04-11 09:26:35
url:
https://eastasiaforum.org/2025/07/01/mar-a-lago-accord-spells-uncertainty-for-the-global-financial-system/


title: capitaleconomics.com: Chinese overcapacity disinflationary gift and geopolitical threat
node_name: China Deflation Export Mechanism
created_at: 2026-04-11 09:26:35
url:
https://www.capitaleconomics.com/blog/chinese-overcapacity-disinflationary-gift-and-geopolitical-threat


node_name: China Deflation Export Mechanism
created_at: 2026-04-11 09:26:35
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-2-11-the-great-deflation-export-how-chinas-factory-woes-are-colliding-with-the-new-tariff-era

title:
markets.financialcontent.com: Marketminute 2026 2 11 the great deflation export how chinas factory woes are colliding with the new tariff era


node_name: Yen Carry Trade
created_at: 2026-04-11 09:26:35
url:
https://markets.chroniclejournal.com/chroniclejournal/article/marketminute-2025-12-19-the-great-unwind-bank-of-japans-historic-rate-hike-signals-a-new-era-for-global-capital

title:
markets.chroniclejournal.com: Marketminute 2025 12 19 the great unwind bank of japans historic rate hike signals a new era for global capital


title: Federal Reserve: The cross border trail of the treasury basis trade 20251015
node_name: Treasury Basis Trade Fragility
created_at: 2026-04-11 09:26:35
url:
https://www.federalreserve.gov/econres/notes/feds-notes/the-cross-border-trail-of-the-treasury-basis-trade-20251015.html


title: IMF: Safeguarding the treasury market jeremy stein
node_name: Treasury Basis Trade Fragility
created_at: 2026-04-11 09:26:35
url:
https://www.imf.org/en/publications/fandd/issues/2026/03/safeguarding-the-treasury-market-jeremy-stein


title: ecb.europa.eu: Ecb.fsrart202511 01~fdf147a04a.en
node_name: April 2025 Treasury Safe Haven Breakdown
created_at: 2026-04-11 09:26:35
url:
https://www.ecb.europa.eu/press/financial-stability-publications/fsr/special/html/ecb.fsrart202511_01~fdf147a04a.en.html


title: alliancebernstein.com: Anatomy of a us treasury sell off
node_name: April 2025 Treasury Safe Haven Breakdown
created_at: 2026-04-11 09:26:35
url:
https://www.alliancebernstein.com/us/en-us/investments/insights/investment-insights/anatomy-of-a-us-treasury-sell-off.html


node_name: BIS (Bank for International Settlements)
created_at: 2026-04-11 09:26:35
url:
https://craigbushon.com/2025/10/the-bank-for-international-settlements-power-secrecy-and-the-real-story-behind-the-central-bank-of-central-banks/

title:
craigbushon.com: The bank for international settlements power secrecy and the real story behind the central bank of central banks


title: hedgeweek.com: Hedge funds at the heart of treasury market turmoil as basis trades unwind
node_name: Treasury Basis Trade Bomb
created_at: 2026-04-11 09:26:35
url:
https://www.hedgeweek.com/hedge-funds-at-the-heart-of-treasury-market-turmoil-as-basis-trades-unwind/


node_name: Term Premium Dynamics
created_at: 2026-04-11 09:26:35
url:
https://www.hlhunt.org/uncategorized/treasury-yield-curve-dynamics-inversion-mechanics-and-recession-signaling-hl-hunt-research/

title:
hlhunt.org: Treasury yield curve dynamics inversion mechanics and recession signaling hl hunt research


node_name: Repo Market Plumbing
created_at: 2026-04-11 09:26:35
url:
https://tellerwindow.newyorkfed.org/2025/12/23/standing-repo-operations-in-the-federal-reserves-monetary-policy-implementation-framework/

title:
tellerwindow.newyorkfed.org: Standing repo operations in the federal reserves monetary policy implementation framework


title: Brookings: The hutchins center explains the yield curve what it is and why it matters
node_name: Yield Curve Inversion Credit Channel
created_at: 2026-04-11 09:26:35
url:
https://www.brookings.edu/articles/the-hutchins-center-explains-the-yield-curve-what-it-is-and-why-it-matters/


title: bankofengland.co.uk: About a rate of general interest how monetary policy transmits
node_name: Monetary Policy Transmission Lag
created_at: 2026-04-11 09:26:35
url:
https://www.bankofengland.co.uk/quarterly-bulletin/2024/2024/about-a-rate-of-general-interest-how-monetary-policy-transmits


node_name: Central Bank Gold Accumulation Surge
created_at: 2026-04-11 09:26:35
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-4-9-the-sovereign-gold-rush-how-central-banks-and-smart-money-rewrote-the-precious-metals-playbook

title:
markets.financialcontent.com: Marketminute 2026 4 9 the sovereign gold rush how central banks and smart money rewrote the precious metals playbook


title: cemla.org: Sudden%20Stops%20Under%20the%20Microscope
node_name: Sudden Stop Capital Flow Crisis
created_at: 2026-04-11 09:26:35
url:
https://www.cemla.org/actividades/2025/2025-11-xxx-meeting-central-bank-researchers/papers/Sudden%20Stops%20Under%20the%20Microscope.pdf


node_name: BOJ Yield Curve Control (YCC)
created_at: 2026-04-11 09:26:35
url:
https://amro-asia.org/japan-fiscal-consolidation-and-gradual-monetary-policy-normalization-key-to-sustaining-economic-resilience

title:
amro-asia.org: Japan fiscal consolidation and gradual monetary policy normalization key to sustaining economic resilience


node_name: Stagflation Trap
created_at: 2026-04-11 09:26:35
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-2-20-the-stagflation-trap-sticky-inflation-and-cooling-growth-ignite-market-anxiety

title:
markets.financialcontent.com: Marketminute 2026 2 20 the stagflation trap sticky inflation and cooling growth ignite market anxiety


title: msci.com: Macro scenarios in focus central bank credibility and portfolio risk
node_name: Stagflation Trap
created_at: 2026-04-11 09:26:35
url:
https://www.msci.com/research-and-insights/blog-post/macro-scenarios-in-focus-central-bank-credibility-and-portfolio-risk


title: bbntimes.com: Stagflation risk 2026 what it is how real it is and what business leaders must do now
node_name: Stagflation Trap
created_at: 2026-04-11 09:26:35
url:
https://www.bbntimes.com/global-economy/stagflation-risk-2026-what-it-is-how-real-it-is-and-what-business-leaders-must-do-now


title: npr.org: Central banks globally have faced political pressure heres what happened there
node_name: Central Bank Independence Erosion
created_at: 2026-04-11 09:26:35
url:
https://www.npr.org/2025/10/03/nx-s1-5536835/central-banks-globally-have-faced-political-pressure-heres-what-happened-there


title: cnbc.com: Wealth inequality k shaped economy united states consumer spending trump
node_name: QE Wealth Effect Mechanism
created_at: 2026-04-11 09:26:35
url:
https://www.cnbc.com/2026/01/30/wealth-inequality-k-shaped-economy-united-states-consumer-spending-trump.html


title: financialresearch.gov: OFRwp 23 04 anatomy of the repo rate spikes in september 2019
node_name: Repo Market Structural Fragility
created_at: 2026-04-11 09:26:35
url:
https://www.financialresearch.gov/working-papers/files/OFRwp-23-04_anatomy-of-the-repo-rate-spikes-in-september-2019.pdf


title: econofact.org: EFChats Transcript On Debt Fiscal Crises and AI
node_name: Debt Monetization Temptation
created_at: 2026-04-11 09:26:35
url:
https://econofact.org/wp-content/uploads/2025/11/EFChats-Transcript-On-Debt-Fiscal-Crises-and-AI.pdf


title: mellon.com: Record breaking ai related debt issuance in 2025
node_name: AI Corporate Debt Bubble
created_at: 2026-04-11 09:26:35
url:
https://www.mellon.com/insights/insights-articles/record-breaking-ai-related-debt-issuance-in-2025.html


node_name: AI Corporate Debt Bubble
created_at: 2026-04-11 09:26:35
url:
https://portfolio-adviser.com/fixed-income-outlook-central-bank-policy-and-ai-debt-issuance-to-drive-2026-markets/

title:
portfolio-adviser.com: Fixed income outlook central bank policy and ai debt issuance to drive 2026 markets


title: cnbc.com: Powell indicates tariffs could pose a two pronged policy challenge for the fed
node_name: Tariff-Stagflation Fed Trap
created_at: 2026-04-11 09:26:35
url:
https://www.cnbc.com/2025/04/16/powell-indicates-tariffs-could-pose-a-two-pronged-policy-challenge-for-the-fed-.html


node_name: Tariff-Stagflation Fed Trap
created_at: 2026-04-11 09:26:35
url:
https://www.benzinga.com/markets/economic-data/26/04/51749818/federal-reserve-research-confirms-trump-tariffs-drove-excess-inflation-in-2025-dollar-for-d

title:
benzinga.com: Federal reserve research confirms trump tariffs drove excess inflation in 2025 dollar for d


title: cnbc.com: Powell confirms that the fed would have cut by now were it not for tariffs
node_name: Tariff-Stagflation Fed Trap
created_at: 2026-04-11 09:26:35
url:
https://www.cnbc.com/2025/07/01/powell-confirms-that-the-fed-would-have-cut-by-now-were-it-not-for-tariffs.html


title: mufgamericas.com: AI Chart Weekly 12 19 Financing the AI Supercycle
node_name: AI Capex Rate Immunity
created_at: 2026-04-11 09:26:35
url:
https://www.mufgamericas.com/sites/default/files/document/2025-12/AI_Chart_Weekly_12_19_Financing_the_AI_Supercycle.pdf


title: goldmansachs.com: Why ai companies may invest more than 500 billion in 2026
node_name: AI Capex Rate Immunity
created_at: 2026-04-11 09:26:35
url:
https://www.goldmansachs.com/insights/articles/why-ai-companies-may-invest-more-than-500-billion-in-2026


title: usbank.com: K shaped economy
node_name: Monetary Policy Bluntness in K-Shaped Economy
created_at: 2026-04-11 09:26:35
url:
https://www.usbank.com/corporate-and-commercial-banking/insights/economy/macro/k-shaped-economy.html


title: goldmansachs.com: Ai to drive 165 increase in data center power demand by 2030
node_name: AI Capex Inflation Externality
created_at: 2026-04-11 09:26:35
url:
https://www.goldmansachs.com/insights/articles/ai-to-drive-165-increase-in-data-center-power-demand-by-2030


title: itif.org: Five concerns about ai data centers and what to do about them
node_name: AI Capex Inflation Externality
created_at: 2026-04-11 09:26:35
url:
https://itif.org/publications/2026/04/06/five-concerns-about-ai-data-centers-and-what-to-do-about-them/


node_name: Robot Tax / Compute Revenue Substitution
created_at: 2026-04-11 09:26:35
url:
https://techcrunch.com/2026/04/06/openais-vision-for-the-ai-economy-public-wealth-funds-robot-taxes-and-a-four-day-work-week/

title:
techcrunch.com: Openais vision for the ai economy public wealth funds robot taxes and a four day work week


title: momentsandnotes.com: Cips and mbridge cross border payment systems versus the swift
node_name: CIPS 2.0 SWIFT Bypass Infrastructure
created_at: 2026-04-11 09:26:35
url:
https://momentsandnotes.com/2025/04/26/cips-and-mbridge-cross-border-payment-systems-versus-the-swift/


title: cnas.org: Why chinas cips matters and not for the reasons you think
node_name: CIPS 2.0 SWIFT Bypass Infrastructure
created_at: 2026-04-11 09:26:35
url:
https://www.cnas.org/publications/commentary/why-chinas-cips-matters-and-not-for-the-reasons-you-think


title: convergenceanalysis.org: Modelling tax base distortions from ai induced automation in us economy
node_name: AI Labor-to-Capital Income Shift
created_at: 2026-04-11 09:26:35
url:
https://www.convergenceanalysis.org/fellowships/economics/modelling-tax-base-distortions-from-ai-induced-automation-in-us-economy


title: fortune.com: When will economy have recession stagflation trump immigration inflation
node_name: Tariff Stagflation Trap
created_at: 2026-04-11 09:26:35
url:
https://fortune.com/2025/08/08/when-will-economy-have-recession-stagflation-trump-immigration-inflation/


node_name: Financial Repression 2.0
created_at: 2026-04-11 09:26:35
url:
https://medium.com/@marcyaacoub/global-monetary-regime-change-how-financial-repression-becomes-inevitable-and-treasuries-inherit-1fd6d43b7243

title:
medium.com: Global monetary regime change how financial repression becomes inevitable and treasuries inherit 1fd6d43b7243


title: IMF: Global financial stability report october 2025
node_name: Financial Repression 2.0
created_at: 2026-04-11 09:26:35
url:
https://www.imf.org/en/publications/gfsr/issues/2025/10/14/global-financial-stability-report-october-2025


title: frbsf.org: Effects of tariffs on components of inflation
node_name: Tariff-Stagflation Trap
created_at: 2026-04-11 09:26:35
url:
https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/03/effects-of-tariffs-on-components-of-inflation/


title: moderndiplomacy.eu: Weaponization of dollar the growing trend towards de dollarization
node_name: Dollar Weaponization
created_at: 2026-04-11 09:26:35
url:
https://moderndiplomacy.eu/2025/02/19/weaponization-of-dollar-the-growing-trend-towards-de-dollarization/


title: Federal Reserve: The liquidity coverage ratio and corporate liquidity management 20200226
node_name: Basel III HQLA Treasury Demand Lock-in
created_at: 2026-04-11 09:26:35
url:
https://www.federalreserve.gov/econres/notes/feds-notes/the-liquidity-coverage-ratio-and-corporate-liquidity-management-20200226.html


title: am.jpmorgan.com: Examining offshore dollar liquidity in light of the three phases model
node_name: Eurodollar Funding Gap in Crises
created_at: 2026-04-11 09:26:35
url:
https://am.jpmorgan.com/us/en/asset-management/liq/insights/portfolio-insights/fixed-income/fixed-income-perspectives/examining-offshore-dollar-liquidity-in-light-of-the-three-phases-model/


title: atlantafed.org: 02 offshore dollar and us policy
node_name: Eurodollar Funding Gap in Crises
created_at: 2026-04-11 09:26:35
url:
https://www.atlantafed.org/-/media/documents/research/publications/policy-hub/2024/05/15/02--offshore-dollar-and-us-policy.pdf


title: Bloomberg: China s balance sheet recession is getting more problematic
node_name: Balance Sheet Recession (Koo Mechanism)
created_at: 2026-04-11 09:26:35
url:
https://www.bloomberg.com/news/newsletters/2026-02-19/china-s-balance-sheet-recession-is-getting-more-problematic


title: kbc.com: Behind chinas positive growth surprise a balance sheet recession still lingers
node_name: Balance Sheet Recession (Koo Mechanism)
created_at: 2026-04-11 09:26:35
url:
https://www.kbc.com/en/economics/publications/behind-chinas-positive-growth-surprise-a-balance-sheet-recession-still-lingers.html


title: libertystreeteconomics.newyorkfed.org: Monetary policy spillovers and the role of the dollar
node_name: Rey's Global Financial Cycle / Dilemma
created_at: 2026-04-11 09:26:35
url:
https://libertystreeteconomics.newyorkfed.org/2025/04/monetary-policy-spillovers-and-the-role-of-the-dollar/


node_name: Rey's Global Financial Cycle / Dilemma
created_at: 2026-04-11 09:26:35
url:
https://www.kansascityfed.org/research/economic-review/capital-flows-and-monetary-policy-in-emerging-markets-around-fed-tightening-cycles/

title:
kansascityfed.org: Capital flows and monetary policy in emerging markets around fed tightening cycles


title: ineteconomics.org: Did quantitative easing increase income inequality
node_name: QE Wealth Concentration Mechanism
created_at: 2026-04-11 09:26:35
url:
https://www.ineteconomics.org/research/research-papers/did-quantitative-easing-increase-income-inequality


title: carnegieendowment.org: Trumps sovereign wealth fund brings high stakes and serious risks
node_name: Sovereign Wealth Fund Dollar Architecture
created_at: 2026-04-11 09:26:35
url:
https://carnegieendowment.org/research/2025/04/trumps-sovereign-wealth-fund-brings-high-stakes-and-serious-risks?lang=en


title: frbsf.org: Three questions on r star natural rate of interest
node_name: Natural Rate of Interest r-star
created_at: 2026-04-11 09:26:35
url:
https://www.frbsf.org/economic-research/publications/economic-letter/2017/february/three-questions-on-r-star-natural-rate-of-interest/


title: cmegroup.com: Are Bond Vigilantes Back as Debt Woes Lift Yields
node_name: Bond Vigilante Discipline
created_at: 2026-04-11 09:26:35
url:
https://www.cmegroup.com/openmarkets/interest-rates/2025/Are-Bond-Vigilantes-Back-as-Debt-Woes-Lift-Yields.html


node_name: Bond Vigilante Discipline
created_at: 2026-04-11 09:26:35
url:
https://www.project-syndicate.org/magazine/bond-vigilantes-will-they-come-for-us-other-major-economies-by-j-bradford-delong-et-al-2025-03

title:
project-syndicate.org: Bond vigilantes will they come for us other major economies by j bradford delong et al 2025 03


title: IMF: Emerging markets show resilience despite global monetary tightening
node_name: EM Dollar Debt Trap
created_at: 2026-04-11 09:26:35
url:
https://www.imf.org/en/blogs/articles/2024/07/12/emerging-markets-show-resilience-despite-global-monetary-tightening


title: tradingkey.com: 250712825 us fiscal discontinuity bond vigilantes tradingkey estebanma
node_name: Moody's US Credit Downgrade May 2025
created_at: 2026-04-11 09:26:35
url:
https://www.tradingkey.com/analysis/economic/more/250712825-us-fiscal-discontinuity-bond-vigilantes-tradingkey-estebanma


