opinion
The Road Ahead
Deflate the dollars, or redefine the dollar’s weight—or some blend of the two.
Denarius Prime
Energy
Hormuz Draft Agreement Reportedly Awaits Khamenei Approval
Oil markets are awaiting a decision from Iran’s supreme leader after Iranian and Omani negotiators reportedly completed a draft agreement that could reopen the Strait of Hormuz, the main export route for Persian Gulf oil and LNG. Two regional officials briefed on the talks told the Associated Press
Markets
Silver near $60: Why the August drop may not be over - KITCO
Silver near $60: Why the August drop may not be over - KITCO
macro
Saudi Aramco Q2 Oil Sales Averaged $108 per Barrel, Ukraine Out of Patriot Missiles, Yen Carry Trade Dying
Today's Digest covers Aramco's profit surge and Hormuz talks, the dying yen carry trade, France's deficit and Fitch downgrade, Kyiv missile strikes, AI wage algorithms, and San Andreas quake risks.
Markets
Central Banks Put a Strong Floor Under Gold – Bloomberg - SilverTrade
Central Banks Put a Strong Floor Under Gold – Bloomberg - SilverTrade
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
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