Geopolitics
Euro falls to 17-month low against dollar amid French debt fears - The Guardian
Euro falls to 17-month low against dollar amid French debt fears - The Guardian
Denarius Prime
Macro
Iran’s Rial in Freefall as Central Bank Turns to Foreign-Exchange Intervention - irannewsupdate.com
Iran’s Rial in Freefall as Central Bank Turns to Foreign-Exchange Intervention - irannewsupdate.com
Markets
Gold retains key reserve status despite surging bond yields, central bankers say - Kitco
Gold retains key reserve status despite surging bond yields, central bankers say - Kitco
Macro
The Fat Pipe 10/5/26: Iran and Houthis Attack, Bonds!, the AI Bubble, and Grab Bag
The energy crisis continues...bonds are entering the crisis-contagion stage...it's impossible to imagine this is all due to mere incompetence. Here's all the news you need to navigate the week ahead.
Markets
LBMA 2026: Central banks aren’t done with gold as geopolitical risks reshape reserves – Bundesbank’s Nagel - Kitco
LBMA 2026: Central banks aren’t done with gold as geopolitical risks reshape reserves – Bundesbank’s Nagel - Kitco
Crypto
Bitcoin resilience tested as U.S. dollar climbs to 18-month high
A stronger dollar and rising bond yields could be headwinds as fiscal concerns in France and political uncertainty in Spain weigh on the euro.
Energy
Hormuz LNG Flows Still Down More Than 75% Despite Rebound
LNG traffic at the Strait of Hormuz appears to be ticking up despite increased threats to shipments in the chokepoint in recent days. At least three LNG carriers have transited the Strait of Hormuz outbound since the end of last week, tanker-traffic data compiled by Bloomberg and Kpler showed on Mon
Geopolitics
FOREX-Euro at 17-month low, dollar near pre-Liberation Day highs - Devdiscourse
FOREX-Euro at 17-month low, dollar near pre-Liberation Day highs - Devdiscourse
Geopolitics
Central Bankers Say Gold Still Earns Its Reserve Role - Finimize
Central Bankers Say Gold Still Earns Its Reserve Role - Finimize
Geopolitics
What is a Sovereign Debt Crisis? Why Europe’s Bond Stress is Back in Focus - EBC Financial Group
What is a Sovereign Debt Crisis? Why Europe’s Bond Stress is Back in Focus - EBC Financial Group
Markets
Gold Demand Tracks Bond Market Doubts About U.S. Fiscal Sustainability - StoneX
Gold Demand Tracks Bond Market Doubts About U.S. Fiscal Sustainability - StoneX
Energy
Aramco Cuts Asia Oil Prices to Six-Year Low, Raises Prices for Europe
Saudi Aramco has raised oil prices for European-bound cargoes in November but has cut prices for Asian buyers to the lowest in six years, Reuters reported today, noting analysts had expected price hikes. According to the pricing information, Aramco will be offering Arab Light at a discount of $5 per