Markets
Dollar slips below 100 mark, global gold prices rise sharply at start of week - Theinvestor
Dollar slips below 100 mark, global gold prices rise sharply at start of week - Theinvestor
Latest
Geopolitics
Goldman Sachs is unequivocal: This is the largest capital demand cycle in human history, and the Federal Reserve is merely a spectator. - Moomoo
Goldman Sachs is unequivocal: This is the largest capital demand cycle in human history, and the Federal Reserve is merely a spectator. - Moomoo
Energy
Chevron chief on Iran war impacting energy markets: ‘The situation remains somewhat fragile and uncertain’ - The Hill
Chevron chief on Iran war impacting energy markets: ‘The situation remains somewhat fragile and uncertain’ - The Hill
Macro
Size of swap lines and reporting requirements prompt questions, Lawrence Lepard notes - Traders Union
Size of swap lines and reporting requirements prompt questions, Lawrence Lepard notes - Traders Union
Markets
Gold firms as oil prices slump after Trump holds off on Iran attack - Reuters
Gold firms as oil prices slump after Trump holds off on Iran attack - Reuters
Macro
Stablecoin Outflows From South Korea Persist Despite Crypto Slump: 18 Straight Months of Net Outflows Totaling approximately $10.4 Billion - finance.biggo.com
Stablecoin Outflows From South Korea Persist Despite Crypto Slump: 18 Straight Months of Net Outflows Totaling approximately $10.4 Billion - finance.biggo.com
Geopolitics
Trump Blinks as Big, Bad Bond Market Bares its Teeth: McGeever - EnergyNow.com
Trump Blinks as Big, Bad Bond Market Bares its Teeth: McGeever - EnergyNow.com
Energy
Saudi Oil Reroutes Hit Capacity and Security Limits
When Iran shut down the Strait of Hormuz, Saudi Arabia quickly redirected its oil flows to the Red Sea. Now, that route has become dangerous because of the Houthi blockade, so Saudi is rerouting to Egypt—and two LNG tankers in the Egyptian port of Damietta just got struck by drones. OPEC’s number-on
Markets
Trump says Iran talks to resume after US called off major attack
Oil falls on signs of de-escalation as Tehran says a deal with Oman to reopen Strait of Hormuz to shipping was close
Energy
Record Vaca Muerta Output Fails to Lift Argentina’s Wider Economy
Argentina’s Vaca Muerta is booming as the key shale province outside the United States has seen record oil and near-record natural gas production in recent months. Vaca Muerta’s fortunes, however, appear to be confined so far to the area in which the shale patch is located, the province of Neuquén i
Macro
Luke Gromen: Knowledge value decline could put trillions in consumer debt at risk - Traders Union
Luke Gromen: Knowledge value decline could put trillions in consumer debt at risk - Traders Union
Geopolitics
DANIEL LACALLE | Hyperscalers are real competition to sovereign debt. Bearish debt & bullish gold! - YouTube
DANIEL LACALLE | Hyperscalers are real competition to sovereign debt. Bearish debt & bullish gold! - YouTube