Macro
Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come - Top1000funds.com
Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come - Top1000funds.com
Macro
Geopolitics
Goldman Sachs Clear Position: This Is the Largest Capital Demand Cycle in Human History – The Federal Reserve Is Merely a Spectator - 36 Kr
Goldman Sachs Clear Position: This Is the Largest Capital Demand Cycle in Human History – The Federal Reserve Is Merely a Spectator - 36 Kr
Markets
Russia expands shadow LNG fleet to beat EU crackdown
Growing number of ships will help Moscow continue exporting liquefied natural gas when sanctions tighten next year
Geopolitics
China launches sovereign debt futures for foreign investors via Hong Kong - Macau Business
China launches sovereign debt futures for foreign investors via Hong Kong - Macau Business
Macro
South Korean stablecoin outflows exceed $367M in June as 18-month capital flight deepens - Crypto Briefing
South Korean stablecoin outflows exceed $367M in June as 18-month capital flight deepens - Crypto Briefing
Macro
Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come - Top1000funds.com
Michael Pettis on China's overinvestment paradox, and the Japan-style reckoning still to come - Top1000funds.com
Geopolitics
Fed easing anchors US yields, boosting Brazil and Mexico sovereign debt appeal as FX upside fades - VT Markets
Fed easing anchors US yields, boosting Brazil and Mexico sovereign debt appeal as FX upside fades - VT Markets
Geopolitics
Public debt increased to 92.9% of GDP in 2Q - essential-business.pt
Public debt increased to 92.9% of GDP in 2Q - essential-business.pt
Geopolitics
USD/JPY: Largest Currency Intervention in History by US and Japan to Support Yen - Investing.com
USD/JPY: Largest Currency Intervention in History by US and Japan to Support Yen - Investing.com
Macro
Philippine Peso Drops to 60.930 Against US Dollar, Exposing Emerging Market Vulnerabilities - streamlinefeed.co.ke
Philippine Peso Drops to 60.930 Against US Dollar, Exposing Emerging Market Vulnerabilities - streamlinefeed.co.ke
Macro
China – Middle East & 2027
QUESTION: Marty, last March you said the dollar would peak against the yuan and then decline into August–September 2026. You also said the computer suggested this move would coincide with rising tensions in the Middle East, specifically involving Iran. Since then, we’ve seen Operation Midnight Hamme
Geopolitics
Goldman Sachs is unequivocal: This is the largest capital demand cycle in human history, and the Federal Reserve is merely a spectator. - Moomoo
Goldman Sachs is unequivocal: This is the largest capital demand cycle in human history, and the Federal Reserve is merely a spectator. - Moomoo