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$1.4 Trillion Maturity Cliff: 2026 Make-or-Break for EM Debt
23 emerging economies face $1.4 trillion in bond maturities between mid-2026 and early 2027. With pandemic-era low-rate debt rolling over into a 6.5%+ rate environment and China slashing lending, a cascade of defaults...
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FORGE: US Launches $30B Bloc to Break China's Mineral Grip
The U.S. launched FORGE at the 2026 Critical Minerals Ministerial, a plurilateral bloc with $30B+ financing and price floors to counter China's 60-90% control of critical mineral processing. Learn how Project Vault and...
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Iran Proposes Temporary Deal With US to Reopen Strait of Hormuz
Iran proposes a temporary deal with the US to reopen the Strait of Hormuz and end the war, postponing nuclear talks. The offer, mediated by Pakistan, could ease the worst global oil disruption in history.
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Global Rearmament Super-Cycle: Macroeconomic Fallout & Fiscal Trade-Offs
Global military spending hit a record $2.89 trillion in 2025, triggering a rearmament super-cycle. The IMF warns of inflation risks, crowding out, and a 'guns versus butter' trade-off as governments face tough fiscal choices.
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Kevin Warsh Fed Chair Nomination: Key Senator Reverses Stance
Senator Thom Tillis reverses stance, supports Kevin Warsh as next Fed chair after DOJ closes probe. Warsh nomination now appears certain, with Senate vote expected in May 2026.
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China Snubs US Chips: Chooses Domestic Production Over Nvidia
China is rejecting Nvidia H200 chips approved for export, choosing domestic alternatives from SMIC and Moore Threads instead. US Commerce Secretary Lutnick confirms no H200 chips have reached China as Beijing prioritizes...