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An end-of-week inbox raid
Two of Alphaville’s favourite topics finally cross over
Chartificial intelligence
A new Fed facility?
Swapsmageddon or a Basisclysm?
And a thank you from FT Alphaville
Cheese-tapping; Argentina rising; China’s economic weapons; BTFD
For now, at least!
Imports boom
A guide to the hedge fund strategies fuelling the tariff turmoil
So long, sweet price
News you can use
Musk cyberbullied; Labour’s straitjacket; crypto pump and dumps; Trump vs documentaries
Bond bombshell
‘The end of an era’
A fixed income freakout
Lutnick; Quartz; measles; dire wolves
Bills and bonds and Treasury basis trades, oh my!
You call that a crash?
Why doubts over the Fed’s dollar swap lines are such a big deal
We check out the data, and find room for improvement
Cory Booker’s Oura data; egg week; Bluesky; the maths of crochet
Journalists really need bulletproof BS meters right now
The plots against America
The fallout from ‘Liquidation Day’
Dalí in Wonderland; complexity; alternative dimensions; lots of tariff content
And what can still be done about it
And it’s almost 50-50 even if they don’t
Eggflation was stalled by Turkey (the country, not the bird)
Et tu, Goldman?
The Fed Chair says he plans to serve out his term
Sharp charts, spitting masters
Liberating retail traders of their money
Garbage in, tariffs out
Tariffs; tariffs; tariffs; tariffs; ETFs; tariffs; tariffs; Tesla; tariffs; tariffs; AI; tariffs; and tariffs
A vibe shift, heralded by a sea of red
That’s Sesotho, and this is a post on that Lesotho tariff