macro
Iran’s oil industry has been brought to a standstill, and the economic consequences are becoming impossible to ignore. Iran’s seaborne crude oil exports collapsed from a 14-day average of 230,000 barrels per day at the beginning of September to ZERO, remaining there into October. This is an extraord
Energy
The United States is putting another 17 million barrels of crude from the Strategic Petroleum Reserve on offer, one day after the IEA accelerated emergency stock releases as governments scramble to get more oil and fuel into a tight market. The Department of Energy issued a request for proposals Fri
opinion
Schiff on CapitalCosm: Trump’s Economy is a Fantasy - SchiffGold.com
Markets
Gold Makes Longest Losing Streak in 3 Decades - BullionVault
opinion
Schiff w/ Grabarskyy: Consumer Confidence is Cratering - SchiffGold.com
Crypto
Bitcoin Magazine Morgan Stanley’s Amy Oldenburg: The Digital Gold Investment Case for Bitcoin Bitcoin's digital gold case is strong, says Morgan Stanley’s Amy Oldenburg, but she wants less tech risk correlation and more gold-like trade behavior. This post Morgan Stanley’s Amy Oldenburg: The Digital
Energy
The global LNG supply crunch has made Europe’s last-standing coal-fired power plants profitable this year as gas supply costs soar while the need for conventional generation to stabilize grids remains. In Germany and Poland, which host most of the remaining operational or back-up-ready coal power ca
macro
I've renamed this report...but it's the same as ever - the data and insights I've gleaned from the week to give you an edge and a proper grounding in what's actually happening so you can make decisions.
Geopolitics
Vincent Boland: The rich world has a spiralling sovereign debt problem, and no solutions - Business Post
Geopolitics
Analysis-Europe’s bond market turmoil shines a spotlight on hedge funds’ role in key markets - WKZO
Energy
Soaring prices of spot LNG supply amid the lack of Middle Eastern deliveries have pushed South Korea to rely more on coal-fired power generation in the coming winter, despite its pledge to shift away from fossil fuels. Like all other Asian importers, South Korea, the world’s third-largest LNG buyer
macro
Ailing Shilling forces BoU into emergency policy tightening amid $200m capital flight - Daily Monitor