Markets
Russia expands shadow LNG fleet to beat EU crackdown
Growing number of ships will help Moscow continue exporting liquefied natural gas when sanctions tighten next year
Latest
Geopolitics
China launches sovereign debt futures for foreign investors via Hong Kong - Macau Business
China launches sovereign debt futures for foreign investors via Hong Kong - Macau Business
macro
South Korean stablecoin outflows exceed $367M in June as 18-month capital flight deepens - Crypto Briefing
South Korean stablecoin outflows exceed $367M in June as 18-month capital flight deepens - Crypto Briefing
Energy
Big Oil Warns Global Fuel Stocks Are Running Dangerously Low
The world is running short on fuels—the warning was first issued by some analysts who were watching the physical market rather than futures charts. Now, Big Oil is joining the chorus of warnings, with Shell, Exxon and Chevron all saying that prices at the pump are set to stay higher, regardless of w
Markets
Gold's $4,000 floor offers compelling value as investors look beyond Fed rhetoric – abrdn's Robert Minter - kitco.com
Gold's $4,000 floor offers compelling value as investors look beyond Fed rhetoric – abrdn's Robert Minter - kitco.com
Markets
Silver Amplifies Gold in Both Directions, and This Time It Cut Deeper - StoneX
Silver Amplifies Gold in Both Directions, and This Time It Cut Deeper - StoneX
Energy
Ukraine’s Drone Campaign Drives Russian Oil Refining to 24-Year Low
Russian crude processing fell to its lowest level in more than two decades in July after Ukraine expanded its drone campaign from refineries to tankers, pipelines and export infrastructure, according to The Moscow Times, citing Bloomberg analysis. Russian refineries processed an estimated 3.6 milli
macro
Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come - Top1000funds.com
Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come - Top1000funds.com
Markets
Gold gaps higher on Iran headlines as crucial labor data looms - KITCO
Gold gaps higher on Iran headlines as crucial labor data looms - KITCO
Geopolitics
Fed easing anchors US yields, boosting Brazil and Mexico sovereign debt appeal as FX upside fades - VT Markets
Fed easing anchors US yields, boosting Brazil and Mexico sovereign debt appeal as FX upside fades - VT Markets
Crypto
U.S.-Japan intervention revives yen carry trade fears for bitcoin
Coordinated action sent the yen sharply higher, but bitcoin’s recent correlation suggests U.S. dollar strength, rather than the carry trade, may be the bigger risk.
Energy
Trump's Iran Reversal Sends European Gas Prices Tumbling
European natural gas prices plunged at opening on Monday after U.S. President Donald Trump said he had called off a planned attack on Iranian energy sites and talks on a deal would begin this week. Europe’s benchmark natural gas prices, the Dutch TTF Natural Gas Futures, sank by 4% at the start of t