Macro
Structural deficits, fiscal dominance drive persistent price instability - Capital Newspaper
Structural deficits, fiscal dominance drive persistent price instability - Capital Newspaper
Latest
Macro
Exclusive Forecasts to 2032, Sovereign Debt Contagion & The Four-Front War
Listen to more on Kerry Lutz’s Substack.
Energy
What we know about Trump's deal giving U.S. access to vast oil reserves in Venezuela - PBS
What we know about Trump's deal giving U.S. access to vast oil reserves in Venezuela - PBS
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.
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.