macro
Fear and Shortages: Identifying Geopolitical Risk and Supply Disruptions in Energy Markets - International Monetary Fund | IMF
Markets
At its annual meeting, the fund calls for ‘urgent’ action to rebuild public finances
Geopolitics
Fitch expects durable deal to reopen Strait of Hormuz in early 2027 - Anadolu Ajansı
Geopolitics
Live updates from the IMF-World Bank Annual Meetings in Thailand as financial leaders take on AI, debt, and geopolitical upheaval - Atlantic Council
macro
Today's Digest covers Trump's supposed energy ceasefire, physical oil prices, Hormuz and Houthi strikes, mRNA vaccine trial issues, the Russian lab death, an AI false police tip, a UK social media ban, and a campus socialism survey.
macro
Major, critical attacks occurred this past weekend (and week) on Saudi Arabian oil facilities. Nobody is reporting on it and the Kingdom is mum. The silence is deafening. Things are about to get a whole lot more expensive...
macro
Michael Pettis: China passenger vehicle sales drop 28 percent in September, exports surge 73 percent - Traders Union
Markets
Announcement follows diesel deal with Putin as US president tries to contain impact of higher fuel costs ahead of election
Geopolitics
ROI-Central banks face test. Will they be good cops or bond villains?: Mike Dolan - Devdiscourse
macro
China’s Economic Bubble Has Bursts Amid Capital Flight and Tariff Wars - Chiang Rai Times
Geopolitics
Another Judder Moment as Trump roils the West. - Blain's Morning Porridge
Geopolitics
Geopolitical risk and private capital flows: gold price signals for mine planners - Geomechanics.io