Energy
The oil market's 2027 relief hopes are fading fast - Axios
The oil market's 2027 relief hopes are fading fast - Axios
Denarius Prime
Markets
The Unloved 20-Year Treasury Bond Sells at 5.47%, Highest Auction Yield since… (1986*)
The bond market has come to grips with these 5%-plus yields and settles in.
Markets
‘The price of gold will reflect the pain elsewhere’ and gold equities are working as a leveraged play – BlackRock’s Hambro - Kitco
‘The price of gold will reflect the pain elsewhere’ and gold equities are working as a leveraged play – BlackRock’s Hambro - Kitco
Geopolitics
France debt crisis: Political turmoil and budget deadlock put economy at risk - Mumbai Mirror
France debt crisis: Political turmoil and budget deadlock put economy at risk - Mumbai Mirror
macro
Common Monetary Area: Technical Assistance Report-Project Sunbird and Cross-Border Payments with CBDC - International Monetary Fund | IMF
Common Monetary Area: Technical Assistance Report-Project Sunbird and Cross-Border Payments with CBDC - International Monetary Fund | IMF
Markets
Gold’s next catalyst? The policy mistake nobody can afford - Kitco
Gold’s next catalyst? The policy mistake nobody can afford - Kitco
Crypto
OCC Finalizes GENIUS Act Stablecoin Rules, Leaves Rewards Fight Open
Bitcoin Magazine OCC Finalizes GENIUS Act Stablecoin Rules, Leaves Rewards Fight Open The OCC finalized its GENIUS Act stablecoin rules, effective January 2027, easing reserve limits and leaving the fight over third-party rewards unresolved. This post OCC Finalizes GENIUS Act Stablecoin Rules, Leav
Geopolitics
Why Did the Marshall Islands Issue Its Sovereign Debt as USDM1? - Disruption Banking
Why Did the Marshall Islands Issue Its Sovereign Debt as USDM1? - Disruption Banking
macro
Hedge funds de-gross UST positions during high equity volatility, Luke Gromen notes - Traders Union
Hedge funds de-gross UST positions during high equity volatility, Luke Gromen notes - Traders Union
Markets
Gold basing against its short trend’s tracing - Kitco
Gold basing against its short trend’s tracing - Kitco
Energy
Russia’s Northern Sea Route Workaround Supplying Asian Buyers
Asia-bound Russian crude and fuel supplies are being rerouted as the US-Israeli war on Iran and disruptions in the straits of Hormuz and Bab al-Mandab choke off traditional crude flows from the Persian Gulf. Indeed, Russia increased oil and LNG shipments via the Northern Sea Route (NSR) and utilized
Markets
Russia sells 6.2 tonnes of gold in September as bullion reserves fall to lowest level since 2019 - Kitco
Russia sells 6.2 tonnes of gold in September as bullion reserves fall to lowest level since 2019 - Kitco