We start today's double podcast assessing the recent visit of Blinken to West Asia and what this means in the broader context of the Gazan war. We also assess recent statements made by the Yemeni military and why this is giving the US an additional headache it doesn't need. We then move onto discussing why recent developments in the Red Sea threaten to cause an economic and financial crisis in the West. We then move onto a recent development associated with Ukraine before moving onto further Chinese developments relating to the shift in their economy and the Real Estate bubble there. We then assess why China is further decoupling from the West, in this case to South America. We conclude assessing what we believe to be an alarming development with one of the US's major pension funds and how this could be a future blueprint as asset prices unravel and impairments grow significantly.
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