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Text index for Fed / macro / vol / quant notes. Cover cards and PRO/FREE badges live on the home page; this archive is the lean reading directory.
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- Oct 09, 2025
高市早苗的第一天，日本的债务危机开始倒计时
引言：历史节点与市场期待 2025 年 10 月 4 日，自民党党内选举中，由被视为安倍路线继承者的高市早苗（Sanae Takaichi）胜出，几乎铁定成为日本首位女性首相。此一政治变局迅速引发市场剧烈反应：日经指数大涨、日元急贬、长期 JGB 债券遭抛售。
MEMBERS - Oct 08, 2025
The 2025 U.S. Government Shutdown: Legitimacy at Stake — The Dollar, the Fed, and Global Credit Under Strain
Now this is the ongoing us dollar crisis
MEMBERS