Geopolitics
ZAWYA: Egypt’s government debt rises to 79.7% of GDP in Q2 2026: IIF - TradingView
ZAWYA: Egypt’s government debt rises to 79.7% of GDP in Q2 2026: IIF - TradingView
macro
Geopolitics
Trump Floats $100 Billion Oil Vision as Venezuela Hits Freight Surge and Debt Wall - finance.biggo.com
Trump Floats $100 Billion Oil Vision as Venezuela Hits Freight Surge and Debt Wall - finance.biggo.com
Markets
Global bond sell-off spreads as oil holds above $100
Rising yields strain public finances as expectations of Fed rate rise in October jump to about 70%
macro
Bessent “I am the House” Has Failed
Scott Bessent, the US treasury secretary, announced that the treasury department would triple its buyback of US treasuries, increasing the operation from $2bn to $6bn. I have clients who can triple that in seconds. Bessent was part of the whole group of what I call “The Club.” They were never trade
macro
Iran Is Watching Its Economy Collapse in Real Time
Iran is now watching its economy unravel in real time. The Statistical Center of Iran reports that GDP collapsed 10.1% during the first quarter of the Iranian calendar year, from March 21 through June 20, compared with the same period last year. Take oil out of the calculation and the economy still
macro
Chile intercepts capital flight from the US and fills up on foreign investments: the "Kast factor" enters its bonds. - firstonline.info
Chile intercepts capital flight from the US and fills up on foreign investments: the "Kast factor" enters its bonds. - firstonline.info
Geopolitics
US Treasury yields soar most since ‘liberation day’ tariffs shook markets - Financial Times
US Treasury yields soar most since ‘liberation day’ tariffs shook markets - Financial Times
Geopolitics
The Fed and Treasury Are Finally Pulling in the Same Direction - The Dark Side Of The Boom
The Fed and Treasury Are Finally Pulling in the Same Direction - The Dark Side Of The Boom
Geopolitics
Egypt targets 78% debt-to-GDP ratio by FY2026/27-end - Egypt Today
Egypt targets 78% debt-to-GDP ratio by FY2026/27-end - Egypt Today
macro
Fed must decide between rate cuts or hikes for long-end yields, Luke Gromen argues - Traders Union
Fed must decide between rate cuts or hikes for long-end yields, Luke Gromen argues - Traders Union
Geopolitics
Venezuelan delegation led by Rodriguez in US discussing debt, energy - The Straits Times
Venezuelan delegation led by Rodriguez in US discussing debt, energy - The Straits Times
Markets
Countries cancel Iran flights after US threatens to ‘shut down’ airlines
Iraq, Oman and Azerbaijan join growing list of nations suspending air travel after Scott Bessent warns of further sanctions