Geopolitics
Global Growth Under Pressure: The New Economics of AI, Energy Security and Sovereign Debt, 2026–2031 - https://debuglies.com
Energy
Historically low levels of natural gas in storage sites for this time of year could leave the European Union with a gas shortfall in the winter and could force the bloc to cut demand by 7%, the U.S.-based Institute for Energy Economics and Financial Analysis (IEEFA) said in a report on Friday. Euro
Crypto
Bitcoin has slipped under a level FxPro says opens a "quick path to $80,000." Brent crude climbed above $102 and pushed Treasury yields back toward their highest since 2002.
Energy
Crude oil prices were on course to book a weekly gain earlier today amid a flurry of tanker attacks in the Strait of Hormuz—and outside it, too. Reports citing President Trump as saying productive talks were being held with Iran failed to allay concerns driving the benchmarks higher. At the time of
Markets
Bond giant’s investment chief warns that further sharp rise in borrowing costs is ‘feasible’ as market participants are forced to unwind losing bets
Markets
Gold breaks out as dollar rally cracks and Treasury futures find buyers - StoneX
Crypto
Bitcoin rebounded to $82,000 as Trump ruled out an Iran strike before the midterms, while crypto security experts pushed back on “bunker mode” fears.
Energy
Ship-to-ship transfers in the Gulf of Oman that keep oil flowing from the Middle East provide a lifeline to Gulf producers and to the oil market, according to Russell Hardy, chief executive officer at the world’s biggest independent oil trader, Vitol Group. “Without it, you do have that $200-a-barre
Markets
Gold Steadies as Traders Assess US-Iran Tensions, Fed Rate Path - Bloomberg.com
Markets
Gold rises on softer dollar, easing yields; Fed outlook in focus - Reuters
Geopolitics
French sovereign debt is the first casualty, followed by U.S. Treasuries? Is the global market feeling the impact of Japan’s rate hike? - 富途牛牛
Macro
Iran’s Dollar Crisis Exposes the Limits of Regime Currency Intervention - Iran News Update