macro

Global M2 Keeps Hitting Records But Bitcoin Is Stuck: One Ratio Explains Why - Yahoo Finance

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DW NOTE

Global M2 has expanded $20 trillion since 2020, but Bitcoin sits 18% below its all-time high while gold is down 21% from January's peak. The ratio that explains it: the liquidity is trapped in sovereign debt markets and energy hedges, not flowing to uncorrelated assets. Central banks are buying bonds to finance deficits, not loosening conditions. Monetary expansion without credit growth is just fiscal dominance with extra steps.

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Sri Lanka's Economic Recovery Underscores the Geopolitics of Debt - IR Insider

India’s Oil Buyers Squeezed by $123 Crude and Weak Rupee

The Indian crude basket hit $123.29 per barrel last week, approaching levels recorded in March 2012, and adding 86% to the price Indian oil marketing companies pay, local media have reported, also noting the effect of a cheaper rupee. Since Indian companies pay for the oil they buy from abroad in U.

Can Gold Hold Its 2026 Lows as Silver Breaks Below Its Own? - FOREX.com

Lula faces a fiscal reckoning after Brazil’s market rout

Concerns about management of economy trigger worst day for currency in more than 25 years

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Sri Lanka's Economic Recovery Underscores the Geopolitics of Debt - IR Insider

India’s Oil Buyers Squeezed by $123 Crude and Weak Rupee

Can Gold Hold Its 2026 Lows as Silver Breaks Below Its Own? - FOREX.com

Lula faces a fiscal reckoning after Brazil’s market rout