Macro
Warsh’s hawkish Jackson Hole speech sparked Friday selling in gold, silver, and miners as the dollar rallied. Home prices kept falling, GDP jumped without much job growth, and September hike odds rose.
Macro
Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth - Yahoo Finance
Geopolitics
US Treasury's Bessent faces G20 diplomacy test amid tariffs, Iran war, bond turmoil - Reuters
Geopolitics
Ghalibaf Slams U.S. Treasury Secretary, Points to Soaring Bond Yields and War Costs - WANA News Agency
Macro
Structural deficits, fiscal dominance drive persistent price instability - Capital Newspaper
Macro
Listen to more on Kerry Lutz’s Substack.
Geopolitics
Iran vows dollar phase-out, domestic self-sufficiency to overcome US economic siege - thecradle.co
Macro
Macroeconomic Impacts of China’s Energy Transition - International Monetary Fund | IMF
Geopolitics
War weighs on Iran’s economy as US intensifies sanctions - Business Recorder
Macro
The deal is illegal with no immediate impact. But Canada is warned.
Geopolitics
Aggressive Treasury yield cap could weigh on dollar, says Citi’s asset allocation head - whbl.com
Geopolitics
Aggressive Treasury yield cap could weigh on dollar, says Citi’s asset allocation head - KELO-AM