We start today’s double podcast assessing the fallout of the recent G7 foreign ministers meeting and why there is anything but unity with regards to the Israeli offensive in Gaza. We then move onto a recent development with US banks who are seeking to offload risk due to an increase in their capital buffers demanded by US bank regulators and why this is fraught with danger. We then move onto the subject of SIFIs (systemically important financial institutions) and why this threatens to turn the shadow banking sector upside down and is sure to meet significant resistance. We then discuss why China and the Taliban are now considering developing a narrow pass between Afghanistan and Xinjiang as China steps up its investment plans in Afghanistan. We then move onto how the German industrial heartland continues to crater and a curious development in the UST TIC data reported for August. We conclude providing an update on the pilot study of the digital Ruble.

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