Geopolitics

Global sovereign debt now higher than post-WWII; IMF says situation is ‘worrisome’ - baltimoresun.com

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DW NOTE

The IMF used the same word — "worrisome" — when sovereign debt hit 90% of global GDP in 2019. Then it was 97% in 2021. Now it's higher than 1945, when half the industrial world was rubble. The difference is that post-war debt funded reconstruction and was inflated away by growth. Today's debt funds entitlements in aging economies, and central banks just raised rates into a supply shock with the Strait still closed. There is no growth waiting on the other side.

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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.

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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

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