Weekly Intelligence Brief: A System Running Out of Slack

Japan retires its fiscal anchor, oil loses its last buffer, credit reprices the AI buildout, and the deflation holding it all together is made in China.

Every Saturday I publish the Intelligence Brief: a synthesis of a full week of monitoring every major economy, distilled into the structural changes that actually matter. Not a recap of what moved, but what changed underneath, why it happened, and how it plays out.