Energy
Oil falls 1% ahead of US announcement to impose further sanctions on Iran - Reuters
Oil falls 1% ahead of US announcement to impose further sanctions on Iran - Reuters
Latest
Markets
The Bond Market Is Finally Functioning Again, after 14 Years of Financial Repression
Bessent, rather than touting hocus-pocus shows, should point at the growling bond market as reason to get serious about fiscal consolidation before the bond market starts to bite.
Markets
Gold Rises; Appeal Grows Amid Uneasy U.S. Fiscal Outlook - WSJ
Gold Rises; Appeal Grows Amid Uneasy U.S. Fiscal Outlook - WSJ
Geopolitics
US Dollar Index Hovers Near Three-Month Low as Markets Focus on Treasury Secretary Press Conference and Central Bank Symposium - finance.biggo.com
US Dollar Index Hovers Near Three-Month Low as Markets Focus on Treasury Secretary Press Conference and Central Bank Symposium - finance.biggo.com
Macro
Iran Rial Crisis: Currency Hits Record Low Above 2 Million Per Dollar, Falls More Than 50% in a Year as Trump Prepares Toughest Sanctions and Tehran Tightens Hormuz Rules - The Sunday Guardian
Iran Rial Crisis: Currency Hits Record Low Above 2 Million Per Dollar, Falls More Than 50% in a Year as Trump Prepares Toughest Sanctions and Tehran Tightens Hormuz Rules - The Sunday Guardian
Macro
What Bitcoin’s 22% week says about fiscal dominance - EnterpriseAM
What Bitcoin’s 22% week says about fiscal dominance - EnterpriseAM
Markets
Gold Holds Near Three-Month High as Debasement Trade Returns - Bloomberg.com
Gold Holds Near Three-Month High as Debasement Trade Returns - Bloomberg.com
Energy
Iran war could last deep into 2027 as the Strait of Hormuz isn't that closed, allowing more oil out - Fortune
Iran war could last deep into 2027 as the Strait of Hormuz isn't that closed, allowing more oil out - Fortune
Geopolitics
Gold’s Rally Past $4,600 Is All About US Debt Fear - TradingView
Gold’s Rally Past $4,600 Is All About US Debt Fear - TradingView
Macro
Iran Rial Crisis: Currency Hits Record Low Above 2 Million Per Dollar, Falls More Than 50% in a Year as Trump Prepares Toughest Sanctions and Tehran Tightens Hormuz Rules - The Sunday Guardian
Iran Rial Crisis: Currency Hits Record Low Above 2 Million Per Dollar, Falls More Than 50% in a Year as Trump Prepares Toughest Sanctions and Tehran Tightens Hormuz Rules - The Sunday Guardian
Geopolitics
History Is Rhyming: De-Dollarization And Fiscal Twilight Of U.S. Dominance – OpEd - Eurasia Review
History Is Rhyming: De-Dollarization And Fiscal Twilight Of U.S. Dominance – OpEd - Eurasia Review
Energy
India’s reliance on Russian oil hits all-time high - Financial Times
India’s reliance on Russian oil hits all-time high - Financial Times