Markets
‘Very bizarre action’ as gold retraces entire summer rally to test $4,000/oz: AI weakness, or yen intervention? – Jesse Columbo - Kitco
macro
Luke Gromen: U.S. consumer debt near $19 trillion raises banking risk concerns - Traders Union
Crypto
Bitcoin Magazine Bitcoin Slides Towards $81,000 as Oil Above $110 Revives Rate-Hike Bets Bitcoin is currently in so-called Uptober, a month when the asset is supposed to rally. But it’s being held back — at least for now. This post Bitcoin Slides Towards $81,000 as Oil Above $110 Revives Rate-Hike
Energy
Europe’s benchmark natural gas prices rose on Thursday to nearly 90 euros per megawatt-hour, or the equivalent of $29.50 per million British thermal units (MMBtu), as the escalation in the Middle East raised concerns about European winter gas supply amid historically low inventories at the start of
Markets
‘Gold is no silver bullet’ and isn’t hedging against equity drawdowns, but ‘debasement trade’ should continue – HSBC - Kitco
Crypto
▶ Bitcoin Magazine Arkham CEO on $1 Billion of U.S. Government Bitcoin Moved to “Unknown” Wallet A US gov wallet moved $1B in BTC. Arkham's Miguel Morel breaks down transaction trails, potential sales vs. custody transfers, and reserve policy factors. This post Arkham CEO on $1 Billion of U.S. Gov
Geopolitics
Institutional View: Amid soaring sovereign debt levels globally, gold is poised for continued gains, with gold mining stocks once again serving as a powerful leveraged instrument. - Moomoo
Energy
Iran’s Islamic Revolutionary Guard Corps (IRGC) Navy on Thursday claimed that seven vessels, including oil tankers, were either hit by Iranian forces or struck mines in the Persian Gulf over the past day, as tensions in the region flared up again this week. The IRGC Navy said that its forces had t
Energy
Oil prices jump to five-month high as attacks threaten global supply - The Guardian
Geopolitics
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow
Markets
Central banks around the world are quietly stockpiling four times more gold than usual and are moving it out of the U.S. - Fortune
macro
Sam Callahan: Bitcoin Doesn’t Need Rate Cuts to Succeed - CryptoRank