Geopolitics
Venezuelan delegation led by Rodriguez in US discussing debt, energy - reuters.com
Venezuelan delegation led by Rodriguez in US discussing debt, energy - reuters.com
Denarius Prime
Energy
New U.S. Sanctions Law Threatens India’s Huge Russian Oil Trade
India’s imports of cheaper Russian crude oil have come under scrutiny in recent days after U.S. lawmakers passed a new sanctions bill against Russia’s energy sector. The “Lindsey O. Graham Sanctioning Russia and Iran Act of 2026,” which authorizes and expands statutory sanctions, tariffs, and prohib
Macro
Bessent: I AM THE HOUSE NOW
Treasury Secretary Scott Bessent has effectively challenged the bond market to a fight, telling traders, “I have asymmetric information. I am the house now,” and that they can “bet against him if they want.” Treasury has expanded its buyback operations for long-term government bonds, increasing purc
Crypto
Why banks and offshore hubs like Dubai are winners of the Senate killing the Clarity Act
One expert believes that the failure to pass the bill is a win for the banks that staunchly oppose stablecoin yields, while a global crypto lawyer believes overseas jurisdictions benefit.
Markets
Bernstein unveils new gold price forecast for 2030 - Investing.com
Bernstein unveils new gold price forecast for 2030 - Investing.com
Energy
Hormuz Blockage Puts Qatar's $83 Billion LNG Bet at Risk
QatarEnergy CEO and Qatar Energy Minister Saad al-Kaabi says the Strait of Hormuz crisis could delay the company's LNG expansion because critical equipment cannot reach Qatar, Reuters reported on Monday. North Field East's first production train remains on schedule for the first half of 2027, Al-Kaa
Geopolitics
France Public Debt Record 121.7% of GDP in 2027: Lescure Warning - News and Statistics - IndexBox
France Public Debt Record 121.7% of GDP in 2027: Lescure Warning - News and Statistics - IndexBox
Energy
Where Is OPEC+? Riyadh and Moscow’s Silence Is Becoming Deafening
“The roar of the engines does not herald true dominance, but the absolute silence that precedes the strike." “Let your plans be dark and impenetrable as night, and when you move, fall like a thunderbolt." The last decades of silence from the world’s leading oil group, OPEC, or its derivative, OPEC+,
Markets
AI borrowed $400 billion this year, and Mark Thornton says every paper-dollar asset is at risk - KITCO
AI borrowed $400 billion this year, and Mark Thornton says every paper-dollar asset is at risk - KITCO
Markets
Don’t give up your gold: disciplined monetary policy can’t fix fiscal risk - Axel Merk - KITCO
Don’t give up your gold: disciplined monetary policy can’t fix fiscal risk - Axel Merk - KITCO
Crypto
ECB plans to buy tokenized bonds with its own funds
The European Central Bank rolled out a new system to link its payment system to blockchain-based financial markets.
Energy
How oil, gas losses have shrunk Iran’s GDP by 10 percent during war - Al Jazeera
How oil, gas losses have shrunk Iran’s GDP by 10 percent during war - Al Jazeera