Markets
Gold breaks key Fibonacci support as Iran rejection fuels rate hike bets - Kitco
Gold breaks key Fibonacci support as Iran rejection fuels rate hike bets - Kitco
Denarius Prime
Crypto
AI agents could drain cheap bank deposits, Apollo's Torsten Slok warns
AI agents could trigger a bank run by automatically moving household cash from low-interest checking accounts to higher-yield alternatives, Slok warns.
Geopolitics
Oil price rise puts more pressure on government bonds - Financial Times
Oil price rise puts more pressure on government bonds - Financial Times
Macro
Germany's gas prices quintuple as shift to LNG triggers industrial decline - english.pravda.ru
Germany's gas prices quintuple as shift to LNG triggers industrial decline - english.pravda.ru
Energy
Europe’s Gas Forecasts Are Not an Energy Strategy
Energy models have an unusual talent. However chaotic the present may be, the future almost always becomes remarkably calm. Wars end. Shipping lanes reopen. LNG terminals work as planned. Winters remain manageable. Producers deliver. Markets rebalance. And natural gas prices gradually return to a sm
Markets
Gold and silver prices are struggling now, but a much higher long-term base is building - BMO Capital Markets - Kitco
Gold and silver prices are struggling now, but a much higher long-term base is building - BMO Capital Markets - Kitco
Markets
Gold Sinks To 7-Week Low As Treasury Yields, Fed Hike Bets Rise — Hansen Warns Bullion’s ‘Resilience’ Faces Its ‘Toughest Test Yet’ - Yahoo Finance
Gold Sinks To 7-Week Low As Treasury Yields, Fed Hike Bets Rise — Hansen Warns Bullion’s ‘Resilience’ Faces Its ‘Toughest Test Yet’ - Yahoo Finance
Markets
Gold correction approaches a critical support test as longer-term upside targets remain intact - Kitco
Gold correction approaches a critical support test as longer-term upside targets remain intact - Kitco
Macro
Has Europe fully digested the new geoeconomic realities - and does it have the energy to cope with them
Speech by Dr Joachim Nagel, President of the Deutsche Bundesbank, at the Annual Dinner of the Society of Professional Economists, London, 22 September 2026.
Opinion
The Crisis of Ownership - SchiffGold.com
The Crisis of Ownership - SchiffGold.com
Markets
Biggest Borrowers & Lenders in the $13.5-Trillion Repo Market: How the Hedge Fund “Basis Trade” & Money Market Funds Fit In
It works really well, until it suddenly doesn’t.
Energy
Russia Tightens Secrecy On Energy Exports
Refinery production figures, export contracts and tanker routes are now off-limits to public reporting in Russia, under a decree Putin signed Monday, Reuters reported. The Kremlin points to unfriendly actions by Washington and its allies as the reason, and the restrictions took effect on signing, wi