Macro
Fed Grapples with “Fiscal Dominance” Taboo at Jackson Hole - La Voce di New York
Fed Grapples with “Fiscal Dominance” Taboo at Jackson Hole - La Voce di New York
Denarius Prime
Markets
Gold Bitcoin Rally Together as the Debasement Trade Returns
Gold Bitcoin Rally Together as the Debasement Trade Returns
Macro
Bond Markets Test $40T US Credibility, Saudi Nuclear Deal Heads to Congress, Another Russian Refinery Hit
Today's Digest covers U.S. bonds, Saudi nuclear deal, Israel space arms, China cyber ops, Iran media targets, oil costs in India and Japan, Meta age verification, Amish NY exodus, Portugal face-covering ban, UK conversions to Islam.
Geopolitics
On the Road to a French Sovereign Debt Crisis - American Enterprise Institute - AEI
On the Road to a French Sovereign Debt Crisis - American Enterprise Institute - AEI
Macro
Who Will Win the Trade War Between the US and Canada?
We know the answer already, China.
Crypto
BlackRock's Mitchnick says macro case for bitcoin is strengthening after record trading in positive week
BlackRock's head of digital assets shared his outlook for bitcoin after the company's spot BTC ETF, IBIT, hit record volume for a positive week.
Energy
Qatar and Kuwait Restore 70% of Pre-War Oil Exports Through Hormuz
Qatar and Kuwait have managed to boost their crude oil exports from the Strait of Hormuz to 70% of pre-war levels as they followed the United Arab Emirates in shuttling oil through the chokepoint and using ship-to-ship transfers in the Gulf of Oman, anonymous traders told Bloomberg on Thursday. Be
Geopolitics
The UNFCCC Arbitrage: How Pakistan’s Grid Collapse Created A Sovereign Debt Crisis - The Friday Times
The UNFCCC Arbitrage: How Pakistan’s Grid Collapse Created A Sovereign Debt Crisis - The Friday Times
Markets
Why turmoil in the bond market is giving a boost to gold and Bitcoin - Baltimore Sun
Why turmoil in the bond market is giving a boost to gold and Bitcoin - Baltimore Sun
opinion
The Destabilizing Stabilizers: Why Increasing Government Spending Prolongs a Recession
Keynesian theory says that the way to end a recession in which the economy is in a “liquidity trap” is for government to ramp up spending. Murray Rothbard demonstrated that this policy actually blocks an economic recovery.
Markets
Gold and Silver Surge as the Debasement Trade Returns - LinkedIn
Gold and Silver Surge as the Debasement Trade Returns - LinkedIn
Geopolitics
Government debt is dominating monetary policy - GIS Reports
Government debt is dominating monetary policy - GIS Reports