Geopolitics
Why Governments and Institutions Are Putting Sovereign Debt Onchain - HackerNoon
Why Governments and Institutions Are Putting Sovereign Debt Onchain - HackerNoon
macro
macro
Michael Pettis: Chinese gold imports through August exceed 1,000 tons - Traders Union
Michael Pettis: Chinese gold imports through August exceed 1,000 tons - Traders Union
Geopolitics
How the Hormuz LNG Shock Quietly Erased $241 Billion from US Debt - Devdiscourse
How the Hormuz LNG Shock Quietly Erased $241 Billion from US Debt - Devdiscourse
macro
Sanctions Have Become Economic Warfare
Trump has now signed the sweeping Russia sanctions legislation championed by the late Senator Lindsey Graham. The bill passed the Senate 86-11 and the House 262-159, targeting Russian officials, banks, and the so-called shadow fleet transporting Russian energy. But the most dangerous provision is no
macro
Bessent Tells Japan to Do What Washington Refuses to Do
Treasury Secretary Scott Bessent is now pressuring Japan to rein in government spending and restore credibility with the bond market as Japanese yields surge. Reuters reports that Bessent confronted Japanese officials over what Washington sees as an inconsistent combination of aggressive fiscal spen
Geopolitics
Venezuelan delegation led by Rodriguez in US discussing debt, energy - San Luis Obispo Tribune
Venezuelan delegation led by Rodriguez in US discussing debt, energy - San Luis Obispo Tribune
macro
Bessent Destroying the Dollar
Bessent is seriously a danger to the entire world economy. He has been groomed in the world of manipulating markets and thinks he is omnipotente and he is “THE HOUSE” and whatever he declarers shall take place like some third world dictator. This constant using the ollar as a geopolitical weapon is
Geopolitics
Venezuelan delegation led by Rodriguez in US discussing debt, energy - reuters.com
Venezuelan delegation led by Rodriguez in US discussing debt, energy - reuters.com
macro
Bessent: I AM THE HOUSE NOW
Treasury Secretary Scott Bessent has effectively challenged the bond market to a fight, telling traders, “I have asymmetric information. I am the house now,” and that they can “bet against him if they want.” Treasury has expanded its buyback operations for long-term government bonds, increasing purc
Geopolitics
France Public Debt Record 121.7% of GDP in 2027: Lescure Warning - News and Statistics - IndexBox
France Public Debt Record 121.7% of GDP in 2027: Lescure Warning - News and Statistics - IndexBox
macro
Breaking the Rp 17,800 Barrier: How Oil Shocks, Foreign Outflows, and a Hawkish Fed Are Squeezing the Indonesian Rupiah - InvestorTrust
Breaking the Rp 17,800 Barrier: How Oil Shocks, Foreign Outflows, and a Hawkish Fed Are Squeezing the Indonesian Rupiah - InvestorTrust
macro
The Fat Pipe 09/21/26: Voted In, Capitalism on the Ropes, Oil Supplies Strained, Destroying the West, Economic Pain on the Way, and Life Comes at You Fast
As is typical, this edition of The Fat Pipe is out of step with the ""markets"" and with most official pronouncements. But Common Knowledge is rapidly approaching for energy...and then everything will shift dramatically and suddenly.