Markets
Fed won’t hike but hold, Warsh may have started too hawkish, and U.S. policy is driving sovereign gold demand – Natixis’ Christopher Hodge - KITCO
Macro
Lyn Alden: Private equity-backed businesses face higher failure rates due to leverage - Traders Union
Geopolitics
AI Boom Outgrows Every Tech Bubble in History, BIS Systemic Risk Study Finds - Tech Times
Markets
Gold steadies above $4,000 as PPI cools, yields rise - Kitco AM Report - KITCO
Energy
The U.S.-Iran cease-fire that was supposed to reopen the Strait of Hormuz for good is falling apart. American forces reimposed a naval blockade on Iranian ports this week and hit dozens of targets along Iran's coast, and Tehran answered by striking tankers moving through the strait without its perm
Macro
The Oil Market Absorbed the War Shock, but Buffers Are Running Low - International Monetary Fund | IMF
Energy
After striking 116 vessels linked to Russia’s shadow fleet in the Sea of Azov in recent weeks, Ukraine’s military is turning its sights on ships in the Black Sea, hitting in drone attacks as many as 20 vessels overnight on Wednesday. Ukrainian forces struck 17 Russia-linked oil tankers, 2 gas carrie
Markets
Stockpiles that acted as shock absorbers early in Iran war are running low as key waterway closes once more
Geopolitics
IMF warns global debt is hurtling toward 100% of world GDP, urges governments to hit the brakes - Crypto Briefing
Markets
Spot gold shoots above $4,060/oz after New York manufacturing index surprises with rise to 15.6 - KITCO
Markets
Silver's stubborn supply deficits and rising industrial and monetary demand offer ‘multiple avenues for future appreciation’ – Sprott’s Paul Wong - KITCO
Geopolitics
India's non-sovereign debt may nearly double to 150% of GDP by 2047 to fund Viksit Bharat: Crisil - Fortune India