Macro
$153,000 gold forecast and U.S. dollar collapse warning, Alasdair Macleod warns - Traders Union
$153,000 gold forecast and U.S. dollar collapse warning, Alasdair Macleod warns - Traders Union
Latest
Geopolitics
'Reminiscent of sovereign debt crisis': France in eye of the storm as euro drops to 17-month low and bond markets turn on Paris - This is Money
'Reminiscent of sovereign debt crisis': France in eye of the storm as euro drops to 17-month low and bond markets turn on Paris - This is Money
Energy
Iran’s Oil Minister Resigns as U.S. Blockade Chokes Crude Exports
Iran’s oil minister has resigned as the U.S. blockade pushes the country’s crude exports and oil revenues toward zero, handing control of Iran’s most important industry to the head of the National Iranian Oil Company. President Masoud Pezeshkian accepted Mohsen Paknejad’s resignation on Sunday and a
Energy
Middle East oil exports surpass pre-war levels despite tensions, data shows - aljazeera.com
Middle East oil exports surpass pre-war levels despite tensions, data shows - aljazeera.com
Markets
Gold price suffers under oil, yield pressures, Mexico’s silver production weakens in July – Heraeus - Kitco
Gold price suffers under oil, yield pressures, Mexico’s silver production weakens in July – Heraeus - Kitco
Geopolitics
Euro hits 17-month low, dollar near pre-Liberation Day highs - The Business Times
Euro hits 17-month low, dollar near pre-Liberation Day highs - The Business Times
Geopolitics
Euro falls to 17-month low against dollar amid French debt fears - The Guardian
Euro falls to 17-month low against dollar amid French debt fears - The Guardian
Macro
Iran’s Rial in Freefall as Central Bank Turns to Foreign-Exchange Intervention - irannewsupdate.com
Iran’s Rial in Freefall as Central Bank Turns to Foreign-Exchange Intervention - irannewsupdate.com
Markets
Gold retains key reserve status despite surging bond yields, central bankers say - Kitco
Gold retains key reserve status despite surging bond yields, central bankers say - Kitco
Macro
The Fat Pipe 10/5/26: Iran and Houthis Attack, Bonds!, the AI Bubble, and Grab Bag
The energy crisis continues...bonds are entering the crisis-contagion stage...it's impossible to imagine this is all due to mere incompetence. Here's all the news you need to navigate the week ahead.
Markets
LBMA 2026: Central banks aren’t done with gold as geopolitical risks reshape reserves – Bundesbank’s Nagel - Kitco
LBMA 2026: Central banks aren’t done with gold as geopolitical risks reshape reserves – Bundesbank’s Nagel - Kitco
Crypto
Bitcoin resilience tested as U.S. dollar climbs to 18-month high
A stronger dollar and rising bond yields could be headwinds as fiscal concerns in France and political uncertainty in Spain weigh on the euro.