We start today’s double podcast discussing why the US shadow banking sector now threatens to engulf the traditional financial institutions and then discuss why the so-called TBTFs are increasingly being exposed to the CRE crisis unfolding in the US and beyond. We then assess a raft of economic and financial data that suggests the US is in the midst of another crisis despite the fact that the Fed continues to suggest that the economy and financial system are robust. We then assess why the AUKUS alliance continues to flatter to deceive and then discuss how Egypt is seeking to fully embrace BRICS and de-dollarisation. We conclude by assessing why a recent announcement by the UAE and India implying this much vaunted rival to China’s BRI is DoA and how India and Russia have resolved the issue of Russia’s accumulated rupees from oil sales to India since the onset of the Ukraine war.

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