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Adem Tumerkan • Aug 14, 2026
Two-Front Trade War: Why China Can't Afford to Fight the U.S. and Europe at Once
China's trade surplus with the EU hit $113B in early 2026 as the China EU trade war escalates. Why fighting the U.S. and Europe at once may be a fight Beijing can't win.
MacroChinaTrade WarEurope
Salvatore M. Capizzi • Aug 11, 2026
Robo-Advisors Promised To Replace You, But They Did Not: Here is Why AI Will Not Either
Schwab, Fidelity, and JPMorgan all tried replacing advisors with algorithms. All six firms added humans back. Here's what that means for AI.
AIFinancial Advisor
Adem Tumerkan • Aug 7, 2026
Here's the Real Reason Why the U.S. Is Propping Up the Yen
The U.S. and Japan just staged their first joint yen intervention since 1998. Here's what it reveals about debt, currency politics, and the dollar regime.
MacroMorning PourCurrencies
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Salvatore M. Capizzi • Aug 4, 2026
Agentic AI for Financial Advisors: What AI Agents Mean for Wealth Management
Agentic AI could help financial advisors automate meeting prep, client monitoring and workflows. Explore the opportunities, risks and guardrails for wealth management.
AIFinancial Advisor
Adem Tumerkan • Jul 31, 2026
Korea’s Stock Market Is Unwinding - and Margin Calls Are Making It Worse
South Korea’s KOSPI has fallen sharply after an AI-led chip rally collided with record margin debt. Here is how forced selling could pressure indebted households and the wider economy.
MacroDebt & CreditMarkets
Salvatore M. Capizzi • Jul 28, 2026
Longevity Risk in Retirement Planning: Will the Arithmetic of Failure Derail Your Clients’ Golden Years?
Explore how longevity risk, inflation, sequence risk, and outdated retirement planning assumptions could threaten clients’ income over a 30- to 50-year retirement.
RetirementFinancial Advisor
Adem Tumerkan • Jul 24, 2026
30-Year Yields Hit 19-Year High, Magnet Supply Stays Tight, CLO Losses Mount
30-year yields hit a 19-year high, China’s magnet supply stays tight, and CLO losses mount as debt, supply chains, and credit stress build.
CommoditiesChinaDeep Dive
Salvatore M. Capizzi • Jul 21, 2026
What 14 Bear Market Recoveries Since WWII Can Teach You About Market Risk
Discover what 14 bear market recoveries since WWII teach investors about market risk. Learn why taking equity risk at market bottoms can drive long-term returns
DunhamDCMarketsCycles
Adem Tumerkan • Jul 17, 2026
Is China Falling Into a Liquidity Trap? It Already Has
China is stuck in a liquidity trap. Despite record-low rates and $1.58T in new bank loans in H1 2026, home prices are falling and nobody is borrowing.
MacroChinaDebt & CreditBanking
Adem Tumerkan • Jul 14, 2026
CRM Workflow for Financial Advisors: Manage 100+ Clients With Tiers and Triggers
Use CRM tiers, triggers, and review workflows to manage 100+ financial advisory clients, reduce missed follow-ups, and support service consistency.
Financial Advisor
Adem Tumerkan • Jul 14, 2026
The U.S. Demographic Problem: Falling Birth Rates and an Aging Economy
U.S. birth rates remain below replacement as the population ages. Here’s how falling fertility could affect workers, growth, Social Security, Medicare, and immigration.
MacroCyclesDemographics
Adem Tumerkan • Jul 13, 2026
The Truth About Banking Fragility: Why Unrealized Losses Still Matter
Unrealized bank losses are down from 2023 peaks but still matter. Here’s how rate-sensitive securities, deposit pressure, lending standards, and confidence can affect banking fragility.
LiquidityBankingMarkets
Adem Tumerkan • Jul 10, 2026
Consumer Health Checkup: The American Shopper Looks Fine — Until You Read the Bloodwork
Record retail sales and a resilient job market look great on paper. But real spending, savings, and rent affordability paint a different picture for 2026.
MacroMorning PourInflation