Geopolitics
Dollar languishes at 3-month lows as sovereign debt doubts overshadow buybacks - Investing.com India
Dollar languishes at 3-month lows as sovereign debt doubts overshadow buybacks - Investing.com India
Denarius Prime
Energy
Oil Bulls Take Control as Iran Deal Collapses and Hormuz Stays Restricted
October WTI crude oil futures are trading at $86.31 late Thursday, up $4.82 or 5.91% for the week. The contract opened at $81.62, traded as low as $80.80, and reached $87.69. Friday’s session is still ahead, so the weekly result is not final. The market has already made its decision about the week.
Markets
Bitcoin and gold surge as Bessent’s bond market intervention weighs on dollar
World’s biggest cryptocurrency on track for best week in more than three years
Markets
Gold steadies, silver jumps as bond-market pressure hits equities - Kitco PM Report - KITCO
Gold steadies, silver jumps as bond-market pressure hits equities - Kitco PM Report - KITCO
Macro
Bitcoin Crosses $75,000 as US Treasury Expands Bond Buybacks - Whalesbook
Bitcoin Crosses $75,000 as US Treasury Expands Bond Buybacks - Whalesbook
Markets
Gold Set for Third Weekly Gain on US Treasury Buyback Plans - Bloomberg.com
Gold Set for Third Weekly Gain on US Treasury Buyback Plans - Bloomberg.com
Energy
Iranian Oil Supply to Chinese Refiners Squeezed by US Blockade - Bloomberg.com
Iranian Oil Supply to Chinese Refiners Squeezed by US Blockade - Bloomberg.com
Energy
Oil Set for Weekly Surge as US Seeks to Throttle Iran’s Economy - Energy Connects
Oil Set for Weekly Surge as US Seeks to Throttle Iran’s Economy - Energy Connects
Markets
Scott Bessent takes on bond vigilantes in $32tn Treasury market
Wall Street investors say move to buy more long-term US debt is a ‘band-aid on a bullet hole’
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
Macro
The Strait of Hormuz Is Repricing the Entire World Economy
The politicians continue to speak about the Strait of Hormuz as though this were merely a regional dispute between Iran and its neighbors. That is complete nonsense. The strait is one of the most important arteries in the global economy, carrying roughly one-fifth of the world’s oil and gas shipment
Crypto
Bitcoin rally sparks debate whether Clarity Act is already priced in
Erald Ghoos, OKX Europe CEO, says U.S. crypto rules could blow new life into the market amid a rotation of capital from AI back to bitcoin.