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
Denarius Prime
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
Energy
Middle East War Triggers New Global Refining Boom
For the second time this decade, a war has upended global oil markets and sent oil prices and refining margins to multi-year highs, benefitting the world’s biggest oil companies and top refiners. The war in Iran has tightened fuel supply as crude oil has struggled to move through the Strait of Hormu
macro
How Much Oil Is Really Getting Through the Strait of Hormuz?
Let's compare the CENTCOM claim with Grok's response.
Crypto
Asset Manager 3iQ to Manage Bhutan’s Bitcoin Reserves
Bitcoin Magazine Asset Manager 3iQ to Manage Bhutan’s Bitcoin Reserves Canadian digital asset manager 3iQ Corp. will work to manage some of the Bitcoin reserves of Bhutan’s Gelephu Mindfulness City project. 3iQ, Canada’s biggest and oldest digital asset fund manager, will not only manage the 10,00
Geopolitics
Total Return Swaps and Sovereign Debt Sustainability: Evolving Use of Innovative Debt Products - JD Supra
Total Return Swaps and Sovereign Debt Sustainability: Evolving Use of Innovative Debt Products - JD Supra
Energy
China's EV Boom Is Quietly Undermining Oil's Biggest Chokepoint
The conventional view of the Hormuz crisis is that China has been caught in an energy trap. It is the world’s largest crude importer, the Gulf remains one of its most important sources of supply, and an estimated 45–50% of Chinese crude imports normally transit the Strait of Hormuz. When traffic thr
opinion
Washington Joins Tokyo in Rare Yen Intervention; Gold Gains on Currency Uncertainty - SchiffGold.com
Washington Joins Tokyo in Rare Yen Intervention; Gold Gains on Currency Uncertainty - SchiffGold.com
Geopolitics
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow