Macro
U.S. real rates above 2 percent could drive stocks down, Luke Gromen warns - Traders Union
U.S. real rates above 2 percent could drive stocks down, Luke Gromen warns - Traders Union
Denarius Prime
Markets
Gold and Silver Shed $400 Billion in Minutes. Here’s What Really Happened - Yahoo Finance
Gold and Silver Shed $400 Billion in Minutes. Here’s What Really Happened - Yahoo Finance
Crypto
Russia’s Sberbank Given Green Light to Custody Bitcoin
Bitcoin Magazine Russia’s Sberbank Given Green Light to Custody Bitcoin Russia’s largest bank has announced it is the first in the country to have been approved to custody bitcoin. Sberbank said in an announcement Wednesday that the Bank of Russia gave the company the green light for “digital cur
Energy
Global Diesel Crunch Fuels New Wave of Energy Nationalism
Global fuel stocks are tighter than they have probably ever been. China just imposed a ban on all fuel exports for the month. Russia has had a diesel export ban in place for months. The United States threatened Europe with a diesel export ban unless European countries released some fuel from storage
Macro
Price Caps Drain Fuel Pumps, Lithuania Eyes Nukes, and 21+ Plague Vaccines Under Development
Today's Digest covers European fuel caps, Gulf energy damage, Lithuania's nuclear vote, Black Sea ship strikes, German espionage, plague vaccines, K-12 decline, Asian gold retention, US immigration policy, and Quebec's election.
Markets
China’s central bank buys 21 tonnes of gold in September, largest monthly purchase in 3 years - Kitco
China’s central bank buys 21 tonnes of gold in September, largest monthly purchase in 3 years - Kitco
Markets
Thoughts on the 10-Year Treasury Auction’s 5.30% Yield, Highest since 2000: It Created Demand, Bond Bloodbath Continued
The bond market is coming out from under 14 years of interest rate repression and is doing its thing, the way it is supposed to. And that’s what Warsh wants it to do.
Markets
Gold tests $4,100 as US Dollar and yields rise ahead of FOMC Minutes - FXStreet
Gold tests $4,100 as US Dollar and yields rise ahead of FOMC Minutes - FXStreet
Markets
FOMC minutes show the Fed ready to hike again in 2026 as AI buildout replaces tariffs as main driver of core prices - Kitco
FOMC minutes show the Fed ready to hike again in 2026 as AI buildout replaces tariffs as main driver of core prices - Kitco
Geopolitics
Martin Armstrong: France’s Bond Turmoil Is a Warning of a Bigger Sovereign Debt Crisis - Mining.com
Martin Armstrong: France’s Bond Turmoil Is a Warning of a Bigger Sovereign Debt Crisis - Mining.com
Geopolitics
World faces risk cocktail from AI, oil and debt, says IMF chief - chinadailyhk
World faces risk cocktail from AI, oil and debt, says IMF chief - chinadailyhk
opinion
August Trade Deficit Surges 77% Year-Over-Year - SchiffGold.com
August Trade Deficit Surges 77% Year-Over-Year - SchiffGold.com