macro
BRICS 2026 Summit Fuels Dollar Alternatives No Longer Seen as ‘Fantasy’ - Watcher Guru
BRICS 2026 Summit Fuels Dollar Alternatives No Longer Seen as ‘Fantasy’ - Watcher Guru
Denarius Prime
Energy
Yemen’s Houthis say they attacked a Saudi oil tanker in the Red Sea - The Times of Israel
Yemen’s Houthis say they attacked a Saudi oil tanker in the Red Sea - The Times of Israel
Markets
Silver lining: a case for a precious metals retracement - continuumeconomics.com
Silver lining: a case for a precious metals retracement - continuumeconomics.com
Markets
Asia turns to gold in structural wealth shift - thebanker.com
Asia turns to gold in structural wealth shift - thebanker.com
Geopolitics
The Philippines’ national debt has risen to over P19 trillion in June, driven by net borrowing from both domestic and foreign sources to finance national development projects, according to the Bureau of Treasury. I via ANC 24/7 Full story link in the comm
The Philippines’ national debt has risen to over P19 trillion in June, driven by net borrowing from both domestic and foreign sources to finance national development projects, according to the Bureau of Treasury. I via ANC 24/7 Full story link in the comments se - facebook.com
macro
Zelensky Pushing For WWIII
The September Duma Elections – Will Putin Face Pressure to Escalate or Moderate? One of the greatest mistakes analysts make is assuming that international events are driven solely by the decisions of a single leader. They personalize history, reducing complex geopolitical developments to one individ
Energy
China Eases Fuel Export Curbs as Global Supply Crunch Deepens
China has partially lifted fuel export restrictions imposed earlier this year, allowing refiners to export 2.7 million tons of oil derivatives to destinations excluding Hong Kong and Macau, Reuters has reported, citing unnamed sources with knowledge of the matter. The temporary easing of export caps
Markets
Gold tops $4,200 as Hormuz deal hopes trim Fed hike bets, dollar slips - Investing.com
Gold tops $4,200 as Hormuz deal hopes trim Fed hike bets, dollar slips - Investing.com
Markets
The real message in the yen intervention
The dollar’s status as a reserve currency is not what it used to be
macro
Philip N Jefferson: Navigating economic shocks - a monetary policymaker's perspective
Speech by Mr Philip N Jefferson, Vice Chair of the Board of Governors of the Federal Reserve System, at the Stanford Institute for Economic Policy Research, Stanford University, Stanford, California, 16 July 2026.
Geopolitics
China central bank buys net 50 billion yuan of sovereign bonds in July - TradingView
China central bank buys net 50 billion yuan of sovereign bonds in July - TradingView
Markets
Gold Rises as Markets Weigh Middle East Uncertainty - WSJ
Gold Rises as Markets Weigh Middle East Uncertainty - WSJ