Geopolitics
The world’s approach to sovereign debt needs to change - Financial Times
The world’s approach to sovereign debt needs to change - Financial Times
macro
macro
Chinese Oil Buying Jumps, Central Banks Add 23 Tonnes of Gold, Study Finds Elevated Toxins in Autistic Kids
Today's Digest covers China's $100 crude, $4.15 gas, central-bank gold, $14k copper, Liquid BTC hack, Army readiness, autism toxins, protein snacks, Dutch carbon-capture facility, Greenland ice gain, and Chinese robots.
Geopolitics
The world’s approach to sovereign debt needs to change - Financial Times
The world’s approach to sovereign debt needs to change - Financial Times
macro
Argentina: Can Milei Wake a Dead Economy?
Argentina is perhaps the most fascinating economic experiment taking place anywhere in the Western Hemisphere. This was once among the wealthiest nations in the world. Generations of political corruption, socialism, currency destruction, defaults, subsidies, and government intervention turned that e
Geopolitics
New York Fed Analyzes Global Dollar Reserves: Dollar Share Declines, but 'De-dollarization' Narrative Is Overstated - Moomoo
New York Fed Analyzes Global Dollar Reserves: Dollar Share Declines, but 'De-dollarization' Narrative Is Overstated - Moomoo
Geopolitics
Norway wealth fund weighs $80B cut to U.S. Treasury holdings - Seeking Alpha
Norway wealth fund weighs $80B cut to U.S. Treasury holdings - Seeking Alpha
macro
Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits
Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits
Geopolitics
Gold at $4,400: Is the $5,000 Target Becoming a Realistic Scenario? - Investing.com
Gold at $4,400: Is the $5,000 Target Becoming a Realistic Scenario? - Investing.com
macro
Foreigners could trigger higher UST supply when USD strengthens, Luke Gromen warns - Traders Union
Foreigners could trigger higher UST supply when USD strengthens, Luke Gromen warns - Traders Union
Markets
Oil closes in on $100 as renewed supply crunch looms
Traders warn that ‘something has to break’ amid attacks on shipping and eroding inventories
Markets
Saudi Aramco oil facilities hit in new strikes
Jizan, near the Yemeni border, has been repeatedly targeted by Houthi rebels in their campaign against Saudi Arabia
macro
Iran to Expand Hormuz Enforcement Zone, Russia Launches Arctic Oil Terminal, CME Lists Compute Futures
Today's Digest covers Iran's Hormuz enforcement and South Korea threat, Vostok Oil, Nvidia GPU futures, Japan treasuries selloff, US jobs revisions, PA measles deaths, Flock lawsuit, AfD win, UK speech arrests and voter-roll ban.