Markets
US Government Sold $797 Billion of Treasury Securities this Week. 10-Year Treasury Yield Hits 4.73%, 30-Year Yield 5.22%
Warsh moved the needle on Friday, while Bessent’s Hocus-Pocus Shows 1-3 fizzled.
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Geopolitics
Iran vows dollar phase-out, domestic self-sufficiency to overcome US economic siege - thecradle.co
Iran vows dollar phase-out, domestic self-sufficiency to overcome US economic siege - thecradle.co
Energy
Iran War Adds $330 Billion to Global Energy Import Bill
The war between the United States, Israel, and Iran has caused the oil and gas import bill of the world to swell by as much as $330 billion over the six months between March and August. That’s despite a smaller-than-feared oil price climb and equally smaller-than-feared rise in gas prices. However,
macro
Macroeconomic Impacts of China’s Energy Transition - International Monetary Fund | IMF
Macroeconomic Impacts of China’s Energy Transition - International Monetary Fund | IMF
Geopolitics
War weighs on Iran’s economy as US intensifies sanctions - Business Recorder
War weighs on Iran’s economy as US intensifies sanctions - Business Recorder
Markets
Gold's Week in Review: From Seven-Session Rally to Jackson Hole Rout - KITCO
Gold's Week in Review: From Seven-Session Rally to Jackson Hole Rout - KITCO
Markets
Gold forecast: XAU/USD retreats along with dollar debasement trade - FOREX.com
Gold forecast: XAU/USD retreats along with dollar debasement trade - FOREX.com
Markets
Iran War Adds $330 Billion to Global Energy Import Bill
Iran War Adds $330 Billion to Global Energy Import Bill
macro
What’s in Trump’s Allegedly Greatest Oil Deal in History, with Venezuela?
The deal is illegal with no immediate impact. But Canada is warned.
Energy
U.S. Eyes 18th-Century Law to Seize and Sell Iranian Oil
The US government is exploring an unusual legal route for dealing with Iranian oil and ships captured as part of its blockade: bringing back a wartime maritime system that has barely been used for generations, according to Bloomberg. The Justice Department, working with the Pentagon, is preparing to
Markets
What cut silver output in Mexico, Peru and Chile at once? - KITCO
What cut silver output in Mexico, Peru and Chile at once? - KITCO
Geopolitics
Aggressive Treasury yield cap could weigh on dollar, says Citi’s asset allocation head - whbl.com
Aggressive Treasury yield cap could weigh on dollar, says Citi’s asset allocation head - whbl.com