macro
For years, Washington proclaimed that sanctions would shut down Iranian oil exports. They never did. Iran adapted because markets ALWAYS adapt. Tehran assembled a shadow fleet, tankers switched off transponders, cargoes changed identities, oil moved ship to ship, and payments bypassed Western bankin
Geopolitics
MUCH NOISE, NO DEALS: Venezuela President Returns From US Visit With No deals, No Firm Election Date - EnergyNow.com
macro
Rate cut raises capital-flight risk, but FX buffers offer Nigeria cushion —Analysts - Tribune Online
Geopolitics
The climate doom-mongers now dread sovereign debt blowouts - Financial Times
macro
Long rates jumped 16 bp as U.S. confidence kept sliding. The dollar rallied four days out of five while crude and heating oil sold off hard. Treasuries, currencies, metals, and risk assets all reacted.
Geopolitics
Washington’s “hellish sanctions”: A blow to Moscow or a major trade war? - Caliber.Az
macro
Bitcoin Faces a New Liquidity Test as US Money Supply Hits Record $23.34 Trillion - finance.yahoo.com
Geopolitics
President William Ruto demands global financial architecture overhaul to unlock green capital pipelines - Energy News Network
macro
DOLLAR Collapse NOT Coming Yet: De Dollarization After 2032
macro
Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits
Geopolitics
Global sovereign debt now higher than post-WWII; IMF says situation is 'worrisome' - kmph.com
Geopolitics
Bondmarket turmoil & debtyield feedback loop - today.thefinancialexpress.com.bd