Macro
'Slow motion currency crisis': Investing pros worry the Japanese yen is about to rock markets again - AOL.com
'Slow motion currency crisis': Investing pros worry the Japanese yen is about to rock markets again - AOL.com
Latest
Energy
US attacks oil tanker in strait of Hormuz as strikes reported in Tehran - The Guardian
US attacks oil tanker in strait of Hormuz as strikes reported in Tehran - The Guardian
Macro
Ukraine Hits Russia’s Last Gas Refinery, Trump Targets Iran Bridges & Energy, Australia Youth Cancer Surges
Today's Digest covers Ukraine strike on Russia's last major refinery, EU Russian LNG surge, Iran escalations, Russian sanctions, the space race, vaccine-cancer links, and the AI leasing boom.
Geopolitics
After Graham’s Death, His Toughest Russia Sanctions Bill Gains New Life – Analysis - Eurasia Review
After Graham’s Death, His Toughest Russia Sanctions Bill Gains New Life – Analysis - Eurasia Review
Energy
Global Investments In Nuclear Fusion Surge 69% To $4.5B
Global private investments in nuclear fusion hit a record $4.48 billion in 2025, in large part driven by the booming energy demands of AI data centers and rising global energy security concerns. According to the Fusion Industry Association (FIA), confidence in the viability of nuclear fusion technol
Markets
US hits tanker heading for Kharg Island under renewed Iran blockade
Military clashes over control of Strait of Hormuz threaten global oil supplies
Markets
Fed won’t hike but hold, Warsh may have started too hawkish, and U.S. policy is driving sovereign gold demand – Natixis’ Christopher Hodge - KITCO
Fed won’t hike but hold, Warsh may have started too hawkish, and U.S. policy is driving sovereign gold demand – Natixis’ Christopher Hodge - KITCO
Macro
Lyn Alden: Private equity-backed businesses face higher failure rates due to leverage - Traders Union
Lyn Alden: Private equity-backed businesses face higher failure rates due to leverage - Traders Union
Geopolitics
AI Boom Outgrows Every Tech Bubble in History, BIS Systemic Risk Study Finds - Tech Times
AI Boom Outgrows Every Tech Bubble in History, BIS Systemic Risk Study Finds - Tech Times
Markets
Gold steadies above $4,000 as PPI cools, yields rise - Kitco AM Report - KITCO
Gold steadies above $4,000 as PPI cools, yields rise - Kitco AM Report - KITCO
Energy
Five Ways China Is Shielding Itself as the Hormuz Cease-Fire Collapses
The U.S.-Iran cease-fire that was supposed to reopen the Strait of Hormuz for good is falling apart. American forces reimposed a naval blockade on Iranian ports this week and hit dozens of targets along Iran's coast, and Tehran answered by striking tankers moving through the strait without its perm
Macro
The Oil Market Absorbed the War Shock, but Buffers Are Running Low - International Monetary Fund | IMF
The Oil Market Absorbed the War Shock, but Buffers Are Running Low - International Monetary Fund | IMF