Macro
Jeremy Grantham "The AI Bubble Will Burst" 天气 (qF3gYbl0GA) - Mshale
Jeremy Grantham "The AI Bubble Will Burst" 天气 (qF3gYbl0GA) - Mshale
Latest
Markets
Gold prices test two-month highs as CPI trims yields, Fed hike odds - Kitco PM Report - KITCO
Gold prices test two-month highs as CPI trims yields, Fed hike odds - Kitco PM Report - KITCO
Macro
Fiscal Populism and Monetary Policy Rules, WP/26/167, August 2026 - International Monetary Fund | IMF
Fiscal Populism and Monetary Policy Rules, WP/26/167, August 2026 - International Monetary Fund | IMF
Energy
Oil Surges With No Hormuz Deal in Sight - WSJ
Oil Surges With No Hormuz Deal in Sight - WSJ
Markets
Investors are chasing the latest rally in gold as the yellow metal hits strongest level in 2 months - MarketWatch
Investors are chasing the latest rally in gold as the yellow metal hits strongest level in 2 months - MarketWatch
opinion
Why the FIMA Repo Facility Can’t Save Japan (Or the U.S.) - SchiffGold.com
Why the FIMA Repo Facility Can’t Save Japan (Or the U.S.) - SchiffGold.com
Crypto
Bitcoin Flashes Bottom Signals as “Digital Gold” Narrative Returns
Bitcoin Magazine Bitcoin Flashes Bottom Signals as “Digital Gold” Narrative Returns Has Bitcoin bottomed out? Data shows it might have. This post Bitcoin Flashes Bottom Signals as “Digital Gold” Narrative Returns first appeared on Bitcoin Magazine and is written by Mathew Di Salvo.
Macro
July CPI Report Not as Good as Numbers Look at First Glance
The consumer price index rose the expected 0.1 percent, but significant troubles lie ahead.
Markets
LBMA snapshot survey predicts gold price average near $4,500/oz by year-end - kitco.com
LBMA snapshot survey predicts gold price average near $4,500/oz by year-end - kitco.com
Energy
Saudi Red Sea oil exports go dark as Houthi attack threat grows - Reuters
Saudi Red Sea oil exports go dark as Houthi attack threat grows - Reuters
Energy
Hormuz Ship Traffic Falls to Weekly Low as Standoff Drags On
The number of ships that have transited the Strait of Hormuz dropped to a week-low on Tuesday, according to shipping data, as vessel owners continue to avoid the key chokepoint in the Middle East. Only eight vessels moved in either direction at the Strait of Hormuz on Tuesday, the lowest number sinc
Markets
Gold, silver rally as CPI cools but oil keeps Fed risk alive - Kitco AM Report - KITCO
Gold, silver rally as CPI cools but oil keeps Fed risk alive - Kitco AM Report - KITCO