Capital Flight, Not Credit Risk, Is the New Contagion
Tariffs are weaponizing capital flows and exposing the limits of central banks. Liquidity is fracturing in politically isolated markets—and the old risk models no longer apply.
The Gulf’s Quiet Takeover of Global Finance
As Western banks retreat from riskier markets, Gulf nations are stepping in with billions in private credit, direct lending, and infrastructure financing. Sovereign wealth funds from Saudi Arabia, the UAE, and Qatar are filling liquidity gaps, funding distressed assets, and bypassing traditional financial systems.