Geopolitics
Washington’s Borrowing Costs Become Everyone’s Problem | Geopolitics Weekly - Geopolitical Monitor
Washington’s Borrowing Costs Become Everyone’s Problem | Geopolitics Weekly - Geopolitical Monitor
Latest
Crypto
Live updates: Bitcoin slips back to $83,000 as bond yields surge to new cycle highs
The U.S. 10-year Treasury yield is sharply higher again, rising above 5.25% as oil jumps 3%
Geopolitics
5% U.S. Treasury yields weigh heavily on global assets; does Australia's sovereign debt present a strategic entry window? Fixed-income giant Pimco warns that rate-hike expectations are too aggressive. - news.futunn.com
5% U.S. Treasury yields weigh heavily on global assets; does Australia's sovereign debt present a strategic entry window? Fixed-income giant Pimco warns that rate-hike expectations are too aggressive. - news.futunn.com
opinion
CFTC CoTs: Managed Money No Longer Driving Price Moves - SchiffGold.com
CFTC CoTs: Managed Money No Longer Driving Price Moves - SchiffGold.com
Energy
Hormuz Rerouting Doubles Cape Traffic Without Delivering a Windfall
Over the past seven months, shipping traffic through the Strait of Hormuz has dwindled to a trickle, with Iran effectively closing the critical maritime chokepoint ever since the U.S. and Israel launched attacks against it. Consequently, major global shipping companies rerouted their vessels via Sou
Markets
Gold's lustre dims as Treasury yields surge, markets bet on higher Fed rates - Reuters
Gold's lustre dims as Treasury yields surge, markets bet on higher Fed rates - Reuters
Markets
Rising bond yields could push gold price to $4,000, but State Street’s Doshi still sees $5,000 by Q2 2027 - Kitco
Rising bond yields could push gold price to $4,000, but State Street’s Doshi still sees $5,000 by Q2 2027 - Kitco
Markets
Gold breaks key Fibonacci support as Iran rejection fuels rate hike bets - Kitco
Gold breaks key Fibonacci support as Iran rejection fuels rate hike bets - Kitco
Crypto
AI agents could drain cheap bank deposits, Apollo's Torsten Slok warns
AI agents could trigger a bank run by automatically moving household cash from low-interest checking accounts to higher-yield alternatives, Slok warns.
Geopolitics
Oil price rise puts more pressure on government bonds - Financial Times
Oil price rise puts more pressure on government bonds - Financial Times
macro
Germany's gas prices quintuple as shift to LNG triggers industrial decline - english.pravda.ru
Germany's gas prices quintuple as shift to LNG triggers industrial decline - english.pravda.ru
Energy
Europe’s Gas Forecasts Are Not an Energy Strategy
Energy models have an unusual talent. However chaotic the present may be, the future almost always becomes remarkably calm. Wars end. Shipping lanes reopen. LNG terminals work as planned. Winters remain manageable. Producers deliver. Markets rebalance. And natural gas prices gradually return to a sm