Macro
Dollar Debasement Has Begun - Robin J Brooks | Substack
Dollar Debasement Has Begun - Robin J Brooks | Substack
Latest
Crypto
China triples its e-CNY network in 2026 as 8 more banks join the CBDC push this week
The People’s Bank of China (PBOC) added 20 new operators this year across two rounds of expansions, including eight additions this week.
Macro
India regulator bets on trading reforms to reverse foreign capital flight - Reuters
India regulator bets on trading reforms to reverse foreign capital flight - Reuters
Markets
Gold Holds Near $4,500 as US Treasury Buyback Sends Yields Lower - Bloomberg.com
Gold Holds Near $4,500 as US Treasury Buyback Sends Yields Lower - Bloomberg.com
Markets
Gold futures rally over 3% as Treasury yield surge halts. - CME Group
Gold futures rally over 3% as Treasury yield surge halts. - CME Group
Geopolitics
Sinolink Securities: AI capital expenditure crowds out sovereign debt; rising long-end U.S. Treasury yields may compel the Federal Reserve to ease policy - 富途牛牛
Sinolink Securities: AI capital expenditure crowds out sovereign debt; rising long-end U.S. Treasury yields may compel the Federal Reserve to ease policy - 富途牛牛
Geopolitics
Europe's Sovereign Debt Market Is Flashing Red - Seeking Alpha
Europe's Sovereign Debt Market Is Flashing Red - Seeking Alpha
Energy
Chinese Refiners Snap Up Iraqi Oil as Gulf Supply Routes Fracture
Chinese refiners are buying Iraqi crude, with recent purchases of 8 million barrels of Basrah Heavy and Basrah Medium for prompt delivery, Bloomberg has reported, citing unnamed traders. Oil has continued flowing via the Strait of Hormuz—Iraq’s main export channel—despite the Iranian blockade, but t
Markets
Chart alert: Gold major bullish breakout as USD debasement narrative takes hold - marketpulse.com
Chart alert: Gold major bullish breakout as USD debasement narrative takes hold - marketpulse.com
Geopolitics
Sinolink Securities: AI capital expenditure crowds out sovereign debt; rising long-end U.S. Treasury yields may compel the Federal Reserve to ease policy - Moomoo
Sinolink Securities: AI capital expenditure crowds out sovereign debt; rising long-end U.S. Treasury yields may compel the Federal Reserve to ease policy - Moomoo
Energy
Hope Fades, Traders Brace for Extended Oil, LNG Squeeze
For most of the past six months, traders active on the commodity futures markets have been mostly optimistic. They have taken every statement by President Donald Trump about peace talks or victory over Iran at face value, betting on a speedy end of the war. Now, it has started to dawn on many that t
Markets
Gold hovers near early-June high on lower bond yields - Reuters
Gold hovers near early-June high on lower bond yields - Reuters