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IMF

  • Geopolitics, Trade, US dollar, Trump, Global Growth, USA,
    April 25, 2025

    Bessent rages against the dying of the American Era.

    Scott Bessent shocked the World Bank gathering this week with his rambling demands for fealty to an American led financial system. But what was really asking for? A time machine to take America back to the 1950s?

    read more
  • Global Growth, Capitalism, Economy, India, China, G7, G20,
    September 7, 2023

    Great News for India, But End of the Road for the Current Global Financial Order?

    The G20 Gabfest in Delhi will boost Modi and paint India as the nation everyone wants to engage with, but it also hints at the end of the current global financial order of the G20, G7, The World Bank, IMF and WTO – No matter, we can build something better.

    read more
  • Global Growth, Capitalism, Economy, Europe, China, USA,
    April 18, 2023

    China vs the USA – Does it have to be war?

    China will remain the driver of global growth as the West continues to slide. The economy is reopening swiftly, raising increased fears of de-dollarisation. It’s easy to get emotional, but the reality is its happening, get used to it, and figure out the outcomes. They may surprise you..

    read more
  • UK Debt, Central Banks, Political risk, Bitcoin, Debt, UK, Sterling Crisis,
    December 6, 2022

    Kwarteng wins Financial Idiot of the Year as IMF warns on the dangers of debt and swaps… and Buttcon worth $1?

    Good is bad, and bad is good as Kwasi Kwarteng wins the Financial Idiot of the Year award as the IMF warns about the consequences and dangers of $80 trillion of hidden swap debt and rising global debt levels. Should we worry? Probably.

    read more
  • Central Banks, Political risk, ECB, UK, Economy, Government, USA, Supply Chains, Russia,
    April 21, 2022

    The economic consequences of the war in Ukraine

    The Ukraine War has catalysed a tsunami of negative economic events around the global economy – and markets are remaining pretty much blind to the long-term consequences.

    read more

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This publication is protected by US, UK and International Copyright laws. All rights reserved. No License is granted except for the subscriber’s personal use. Rights will be pursued.

The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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