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German Coalition Collapse by Q4 2026
The CDU-SPD federal coalition will collapse between September 2026 and January 2027, triggered by the September 6 Saxony-Anhalt state election creating…
Jan 19
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French Sovereign Debt Credibility Fracture
Nov 28, 2025
Understanding Treasury Market Microstructure: Why Improved Baseline Hides Stress Vulnerability
Nov 16, 2025
French Sovereign Debt Credibility Fracture
France will breach market credibility threshold by Q3 2026, triggering sustained spread widening and forced acceleration of fiscal consolidation beyond…
Nov 28, 2025
Understanding Treasury Market Microstructure: Why Improved Baseline Hides Stress Vulnerability
The US Treasury market presents a paradox.
Nov 16, 2025
Asymmetric Clarity
Institutional fracture analysis
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Asymmetric Clarity
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Asymmetric Clarity
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