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October payrolls +165,000 and unemployment 4.1% push US yields higher; Nasdaq rebounds but falls 3.4% weekly, with Brazil up and Asia sharply down.
Nasdaq drops 5.52% and chip shares 12.2% as Brent rebounds to $98.29; Treasuries rally even as the Bank of England raises rates to 4% and Brazil holds Selic at 13.75%.
Brent falls 8.67% to $94.62 and 10-year Treasuries ease to 4.90% after the US midterms, while euro-area inflation reaches 4.0%, US services prices remain high and Brazil holds Selic at 13.75%.
US job openings at 7.5 million, Treasury ten-year yields at 4.95%, an Australian rate hike, softer crude and Brazil's 1.42% equity decline show why lower energy futures are not yet broad financial easing.
Brent's 7.63% fall, October US ISM 55.5 with prices 75.2, weaker Nasdaq, divergent European industry and pending US midterms and Brazil Copom reveal a global battle between energy relief and the cost of finance.
From the 1890 crisis and 1975 Rodrigazo to hyperinflation, dollarization, convertibility, debt crises and the 2026 stabilization test.
From J.D. Vance, Chris Buskirk and Peter Thiel to US super PAC finance, 1789 Capital, South Korea and disputed political operations in Brazil: an evidence-led investigation of private capital and democratic influence.
A long historical and empirical inquiry into algorithmic power: McNamara and the limits of quantification, recommender systems and attention markets, psychology and short videos, digital political mobilisation in Brazil, French unrest, Ukraine's war imagery, automated work decisions, Peter Thiel and the governance of AI.
A full political-economic assessment of Brazil's 2027 outlook: fiscal arithmetic, central banking, credit, households, enterprises, markets, trade blocs, resources, infrastructure, technology, climate and conditional growth paths.
A historical and strategic investigation of German rearmament, from Hindenburg and the Wehrmacht to Breuer, Freuding, NATO's eastern flank, mobilisation, defence industry and parliamentary control.
A detailed social, economic and political reconstruction of Çatalhöyük: food and household production, rooftop architecture, kinship DNA, burial and ritual, interpersonal violence, health costs, obsidian exchange and the evidence for episodic rather than institutionalized inequality.
A comparative economic, political and social history of cultivation, domestication, storage and authority across the Levant, China, New Guinea, Africa and the Americas, with direct archaeological evidence and rival interpretations.
Theses, risks and indicators from up to three publications, with the date of each assessment.