Robert Mazur
-

The AfD at the Gate: What Happens to Germany’s Economy If the Firewall Falls?
Germany’s far-right Alternative für Deutschland leads national polls for the first time ever, holds 41% in Saxony-Anhalt, and is poised to govern a German state in September 2026. This is not a warning shot. This is the shot. Here is what it means for every trader, investor, business owner, and worker who depends on Europe’s largest economy.
-

The $10 Trillion Fault Line: What a Chinese Attack on Taiwan Would Do to the World Economy
From shattered semiconductor supply chains to global recession, a conflict in the Taiwan Strait would deliver an economic shock unlike anything since World War II — and the world is not ready. That is not a worst-case fringe estimate. It is the mainstream consensus emerging from the Federal Reserve, the Pentagon, the Council on Foreign Relations, and every major economic research house that has stress-tested this scenario.
-

Europe’s $8 Trillion Nuclear Option: The Secret Weapon Hidden in Plain Sight
As the EU and the United States clash over tariffs, Greenland, and the future of the Western alliance, one question haunts trading floors from Frankfurt to New York: would Brussels ever weaponize its colossal pile of US Treasury bonds — and what would happen to the global economy if it did?
-

The $7.6 Trillion Question: Can AI Companies Ever Actually Make Money?
Hundreds of billions in capital flow into artificial intelligence every year. The companies at its centre bleed cash at a rate with no historical precedent. Goldman Sachs finds zero contribution to US GDP. And a growing chorus of economists is asking whether the entire edifice rests on nothing more substantial than collective hallucination.
-

The Warsh Doctrine: Inside the World’s Most Consequential New Job
Kevin Warsh is sworn in as the 17th Federal Reserve Chair. He inherits a central bank under political siege, an inflation rate running twice the target, and a president who wants rates at 1%. The slow-burn reckoning begins now.


