Geopolitics

Europe’s debt stress is hitting corporate borrowing costs. Goldman flags who’s vulnerable - CNBC

Source: CNBC

―

DW NOTE

Goldman is flagging corporate borrowing stress in Europe while the 10-year Treasury sits at 5.0% and the Fed holds rates at 3.90%. The spread tells you what's actually happening: Europe's sovereigns are repricing risk, and investment-grade corporates are getting dragged along for the ride. When safe government debt gets expensive, risky corporate debt gets prohibitive.

Read the full story at CNBC →

U.S. Treasury Says U.S. ‘Will Win in the Digital Asset Stack’ as Clarity Act Stalls

Bitcoin Magazine U.S. Treasury Says U.S. ‘Will Win in the Digital Asset Stack’ as Clarity Act Stalls Treasury Secretary Scott Bessent said that U.S. leadership in digital assets could reinforce the dollar’s global reach even as the stalled CLARITY Act leaves regulators to fill the gap. This post U.

Gold prices could fall to $3,900, silver to $50 as Fed tightening pressures precious metals – Sucden Financial - Kitco

China Secures Massive Discount on Russian Gas as Moscow’s Leverage Weakens

Russia is giving China a huge discount on natural gas purchases, underscoring the Kremlin’s fiscal dependency on Beijing. The Moscow Times (MT), citing Russian Duma documentation, shows that China will pay an average of approximately $248 per thousand cubic meters of pipeline gas in 2026, compared w

Fed Holds Rates, but with 2 Dissenters. A Hold before the Election Was Widely Expected. Dissenters Were Not

The statement upgraded the economy and left the door wide open for rate hikes. 10-Year Treasury yield kneejerk jumps.

Read more

U.S. Treasury Says U.S. ‘Will Win in the Digital Asset Stack’ as Clarity Act Stalls

Gold prices could fall to $3,900, silver to $50 as Fed tightening pressures precious metals – Sucden Financial - Kitco

China Secures Massive Discount on Russian Gas as Moscow’s Leverage Weakens

Fed Holds Rates, but with 2 Dissenters. A Hold before the Election Was Widely Expected. Dissenters Were Not