Macro
Michael Pettis: China reduces number of banks by a quarter after over 670 closures last year - Traders Union
Michael Pettis: China reduces number of banks by a quarter after over 670 closures last year - Traders Union
Macro
Geopolitics
Iran's Pezeshkian says Tehran "adopted a new arrangement" to counter stricter US sanctions - devdiscourse.com
Iran's Pezeshkian says Tehran "adopted a new arrangement" to counter stricter US sanctions - devdiscourse.com
Geopolitics
Trump Blinks as Big, Bad Bond Market Bares its Teeth: McGeever - EnergyNow.com
Trump Blinks as Big, Bad Bond Market Bares its Teeth: McGeever - EnergyNow.com
Macro
Lawrence Lepard: Gold and bitcoin could see significant gains - tradersunion.com
Lawrence Lepard: Gold and bitcoin could see significant gains - tradersunion.com
Geopolitics
US 30-Year Bond Yield Hits Highest Since 2002 Amid Record Deficit Spending - Bitget
US 30-Year Bond Yield Hits Highest Since 2002 Amid Record Deficit Spending - Bitget
Macro
Transmission of U.S. Long-term Rate to EM Local Currency Sovereign Bonds: The Role of the Investor Composition - International Monetary Fund | IMF
Transmission of U.S. Long-term Rate to EM Local Currency Sovereign Bonds: The Role of the Investor Composition - International Monetary Fund | IMF
Geopolitics
US debt is increasingly at the mercy of the market as interest costs surge as debt ceiling looms - Fortune
US debt is increasingly at the mercy of the market as interest costs surge as debt ceiling looms - Fortune
Geopolitics
Pension funds use gold as bond hedge weakens: allocation signals for mine planners - Geomechanics.io
Pension funds use gold as bond hedge weakens: allocation signals for mine planners - Geomechanics.io
Macro
U.S. government bonds endure painful monthly decline, Lawrence Lepard warns - Traders Union
U.S. government bonds endure painful monthly decline, Lawrence Lepard warns - Traders Union
Macro
China Halts Fuel Exports as G7 Adds to Record Drawdown, Putin Threatens Nukes if NATO Attacks Kaliningrad
Today's Digest covers China's Iranian oil cutoff, China's fuel export halt and G7 reserve release, Russia-NATO and Middle East tensions, French protests, V-safe reports, subprime auto bonds, Flock cameras of unknown origin, and U.S. flooding.
Macro
Iran's Currency Falls to a Record Low - bluewin.ch
Iran's Currency Falls to a Record Low - bluewin.ch
Geopolitics
U.S. debt could reach 160% of GDP within decade, Scope warns - Yahoo Finance Australia
U.S. debt could reach 160% of GDP within decade, Scope warns - Yahoo Finance Australia