macro
ECB Independence Faces Rising Risks Amid High Debt, Warns Commerzbank - CryptoRank
ECB Independence Faces Rising Risks Amid High Debt, Warns Commerzbank - CryptoRank
Denarius Prime
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
Energy
Russia Captures Record Share of India’s Oil Market
Crude oil imports from Russia accounted for over 50% of India’s total import volumes last month. This was the highest share of Russian oil in India’s import mix, Reuters noted in a report that cited unnamed trade sources. Russia exported crude at a rate of some 2.47 million barrels daily to India la
Geopolitics
Daily Brief Credit: Mexico Sovereign Debt: Investment Grade at a Discount and more - Smartkarma
Daily Brief Credit: Mexico Sovereign Debt: Investment Grade at a Discount and more - Smartkarma
macro
China’s capital flight is fueling global AI. Beijing cracks down. - livemint.com
China’s capital flight is fueling global AI. Beijing cracks down. - livemint.com
Markets
Gold Steadies as Traders Weigh Fed Rate Path and Mideast Tension - Bloomberg.com
Gold Steadies as Traders Weigh Fed Rate Path and Mideast Tension - Bloomberg.com
Energy
Oil steadies after US threatens to blockade Iran indefinitely - Reuters
Oil steadies after US threatens to blockade Iran indefinitely - Reuters
macro
Trump’s Trade War With Canada on Verge of Becoming Economically Nasty
A USMCA trade deal breakdown with Canada is increasingly likely.
Energy
Russia’s Diesel Exports Crash to Multiyear-Low amid Tight Global Market
Russia’s diesel and gasoil exports crashed in the first seven days of August to just 80,000 barrels per day (bpd), the lowest in many years, as Moscow extended restrictions on diesel exports amid a fuel crisis triggered by incessant Ukrainian attacks on Russian refineries. The multi-year low diesel
Markets
Cooler CPI and PPI boost gold and ease rate hike bets, but the Fed needs more from core ahead of September – Experts - KITCO
Cooler CPI and PPI boost gold and ease rate hike bets, but the Fed needs more from core ahead of September – Experts - KITCO
opinion
The Imaginary World of Fed "Independence"
The rhetoric of independence allows the Treasury and the Fed to cooperate when convenient and deflect blame when something goes wrong.
Geopolitics
Central Bank Pressure Index flags renewed political push on ECB as France and Italy debt strains mount - VT Markets
Central Bank Pressure Index flags renewed political push on ECB as France and Italy debt strains mount - VT Markets