The Scuttlebutt

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Mark Carney (mentioned)

$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds
18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…
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UNSW AI professor: without AI data-center spending Australia was heading for recession
6 arguments: The 200K Australian teenagers with an AI partner, the misuse Anthropic disclosed last week, and why Europe plus Canada plus Australia…
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Derek Decloet: Canadians are preparing for the USMCA to simply expire in 2036
9 insights: Why Europe has been so receptive to Carney's overtures, what Canada can sell Europe that Washington also wants, and where the tariff fight…
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Pierre Poilievre: Canada holds 10 of the 12 minerals NATO says a war needs
5 takeaways: Why he won't criticize Mark Carney on American soil, the tax he would scrap to pull investment back into Canada, and why he says a pivot to…
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Pierre Poilievre: Canada sells America oil at $12 below the world price
6 takeaways: why he says Canada will never be the 51st state, what a 50% truck tariff does to the price of an F-150, and the one-week permitting he…
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Mike Moffatt: attacking Carney makes it easier for him to walk away from a deal
9 takeaways: the 16-point lead that lets Canada say no, the GDP hit oil is cushioning, and the export share that has fallen from about 80% to 67%
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Phil Magness: the tariff refunds go to companies, and the price rises are permanent
13 takeaways: Why he says Carney's retaliation handed Trump the pretext he lacked, the 1930 clause behind the new tariffs, and the dollar fight between…
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Henry Farrell: Bessent's op-ed casts America as an angry God, and the markets are calling the bluff | Hidden Forces
Why he reads the Treasury secretary's Pascal's wager as panic rather than strength, what Mark Carney worked out first, and the tariff fight that left…
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Scott Bessent: the blockade will bring Iran to the table, and he is not trying to move bond yields | Squawk on the Street
The Treasury secretary on why he says the US bond market is the world's best performer, what he told Stanley Druckenmiller, the signal behind the yen…
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Tom Stevenson: why Bessent's Treasury moves read as weakness, why the bond market wins that fight, and what is powering Europe's 18-month…
The Fidelity investment director on US debt at $40 trillion, the Fed's silence before Jackson Hole, Andy Burnham's October budget problem, and why he is…
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Kenneth Rogoff: the US-Canada tariff fight is a bar fight, the US is the big loser and China gains the space, and what Kevin Warsh cannot…
Plus the hosts on lab-grown diamonds at $15 a carat breaking the mined-stone trade, Stanley Druckenmiller's AI-written op-ed against Scott Bessent, and…
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