Macro
Breaking the Rp 17,800 Barrier: How Oil Shocks, Foreign Outflows, and a Hawkish Fed Are Squeezing the Indonesian Rupiah - InvestorTrust
Macro
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.
Macro
Debt Digest | Congress added $10.2 trillion in deficits by dodging PAYGO - The Debt Dispatch
Macro
PPP calls for review of virtual asset tax, warns of capital flight risk - 헤럴드경제
Geopolitics
EM investors are favouring local bonds as dollar debt lags - The Edge Malaysia
Macro
ETMarkets Smart Talk | Higher US rates could accelerate capital flight from EMs, but India remains better - The Economic Times
Geopolitics
US President Signs Russia and Iran Sanctions Bill with New Tariff Powers - Global Sanctions and Export Controls Blog
Macro
ETMarkets Smart Talk | Higher US rates could accelerate capital flight from EMs, but India remains better - The Economic Times
Geopolitics
Gold Defies Rate Hikes: Why High Rates Are Losing Their Grip on Bullion - nai500.com
Geopolitics
World is rethinking strength of US dollar - Cyprus Mail
Geopolitics
T. Rowe Price's Blue Macellari: Bitcoin Is Now Core To The Debasement Conversation - Bitcoin Magazine
Macro
Nominal retail sales jumped 1.2% last week as the Fed hiked 25bp. The dollar rallied 1.1% while the Dow slid 1.7%, with most sectors lower in a risk-off week.