Markets
Gold price needs a dovish Fed or renewed debasement fears to reverse its downtrend – Bank of America - Kitco
Gold price needs a dovish Fed or renewed debasement fears to reverse its downtrend – Bank of America - Kitco
Latest
Crypto
Bitcoin holds $83,000 as dollar strength keeps markets on edge
Bitcoin and gold hold steady as a firm dollar and rising bond yields weigh on sentiment, while IREN secures a multiyear cloud services deal with Anthropic.
macro
Michael Pettis: China passenger vehicle sales drop 28 percent in September, exports surge 73 percent - Traders Union
Michael Pettis: China passenger vehicle sales drop 28 percent in September, exports surge 73 percent - Traders Union
Energy
The IEA wants to empty its oil reserves faster. A federal watchdog says the US isn’t ready for what comes next - Fortune
The IEA wants to empty its oil reserves faster. A federal watchdog says the US isn’t ready for what comes next - Fortune
Markets
Oil prices volatile after Trump claims ‘energy ceasefire’ in Ukraine war
Announcement follows diesel deal with Putin as US president tries to contain impact of higher fuel costs ahead of election
Energy
Oil falls after Trump declares 'energy ceasefire' between Russia and Ukraine - CNBC
Oil falls after Trump declares 'energy ceasefire' between Russia and Ukraine - CNBC
Geopolitics
ROI-Central banks face test. Will they be good cops or bond villains?: Mike Dolan - Devdiscourse
ROI-Central banks face test. Will they be good cops or bond villains?: Mike Dolan - Devdiscourse
macro
China’s Economic Bubble Has Bursts Amid Capital Flight and Tariff Wars - Chiang Rai Times
China’s Economic Bubble Has Bursts Amid Capital Flight and Tariff Wars - Chiang Rai Times
Markets
Egypt’s Attack on Sudan’s Gold Mines and the Long Road That Led to It - horn review
Egypt’s Attack on Sudan’s Gold Mines and the Long Road That Led to It - horn review
Geopolitics
Another Judder Moment as Trump roils the West. - Blain's Morning Porridge
Another Judder Moment as Trump roils the West. - Blain's Morning Porridge
Geopolitics
Geopolitical risk and private capital flows: gold price signals for mine planners - Geomechanics.io
Geopolitical risk and private capital flows: gold price signals for mine planners - Geomechanics.io
Energy
Trump's Russia-Ukraine Energy Ceasefire May Only Cover Oil Refineries
President Trump's announcement of an energy ceasefire between Russia and Ukraine appears to be considerably narrower than initially suggested, with a White House official telling Axios that the proposal only covers attacks on oil refineries and with no official confirmation from Moscow as of yet. Tr