Geopolitics

Geopolitics and government debt top concerns for fixed income markets - Investment Week

―

DW NOTE

Government debt becomes a concern when markets start pricing the risk that it won't be repaid in full value. At $35.7 trillion US federal debt and an $1.8 trillion deficit through July 2026, that's not geopolitical anxiety — it's arithmetic. The Fed held rates flat all year while inflation ran at 3.4%, meaning real rates stayed negative and bondholders kept losing purchasing power. That's the actual fixed income risk: not war headlines, but central banks that can't tighten because the governments they finance can't afford the coupon.

Read the full story at Investment Week →

World Bank sees a major risk in Zimbabwe’s currency plan - Townpress Newspaper

How the U.S. Is Targeting Iran's Oil Money

The United States has imposed sanctions on a Turkish investment bank and two subsidiaries, accusing them of helping Iran move oil revenue and providing access to the international financial system as Washington intensifies its campaign to squeeze Tehran. The US Treasury Department on September 4 des

Geopolitics and government debt top concerns for fixed income markets - Investment Week

Read more

World Bank sees a major risk in Zimbabwe’s currency plan - Townpress Newspaper

How the U.S. Is Targeting Iran's Oil Money

Gold Is Only Insurance If You Can Reach It! -Vince Lanci - SilverTrade

‘Synchronised build-up of physical, futures, and options exposure’ to drive gold price higher - Société Générale - KITCO