Geopolitics
Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - Forex Factory
Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - Forex Factory
macro
Markets
Oil prices fall as Iran and US pause strikes over Strait of Hormuz tensions
Brent opens lower after two weeks of escalating violence pushed crude to more than $100 a barrel
Geopolitics
Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - IndraStra Global
Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - IndraStra Global
macro
Big Crude Rally, Metals & Miners Climb as Treasuries and Equities Fall
Crude oil surged 9% this week, its third straight weekly gain, while gold, silver, and miners advanced. Yields rose, TLT hit a multi-year low, the dollar strengthened, and stocks edged lower in a mild risk-off shift.
macro
U.S. labor share declined from 65 percent to 54 percent, Michael Pettis notes - Traders Union
U.S. labor share declined from 65 percent to 54 percent, Michael Pettis notes - Traders Union
Geopolitics
Bitcoin is now fighting the ECB’s €51.8 billion bond wall for a shrinking pool of capital - Cryptonews.net
Bitcoin is now fighting the ECB’s €51.8 billion bond wall for a shrinking pool of capital - Cryptonews.net
macro
IMF Working Papers Volume 2026 Issue 156: Settlement Risk and Currency Markets (2026) - IMF eLibrary
IMF Working Papers Volume 2026 Issue 156: Settlement Risk and Currency Markets (2026) - IMF eLibrary
Markets
Investors use crypto exchanges to avoid Chinese controls on AI stocks
Perpetual futures let investors circumvent restrictions on foreign access to China’s equity market
Markets
Saudi Arabia strikes Houthis after Iran-backed rebels target energy sites
Tit-for-tat attacks risk expanding the regional war in the Middle East
macro
JPMorgan Says Era of Cheap Money Is Over as Most Americans Missed Bitcoin’s 22,700% Rally - finance.biggo.com
JPMorgan Says Era of Cheap Money Is Over as Most Americans Missed Bitcoin’s 22,700% Rally - finance.biggo.com
Geopolitics
Bitcoin is now fighting the ECB’s €51.8 billion bond wall for a shrinking pool of capital - CryptoSlate
Bitcoin is now fighting the ECB’s €51.8 billion bond wall for a shrinking pool of capital - CryptoSlate
macro
IMF Working Papers Volume 2026 Issue 157: The Generalized Jevons Paradox and the Future of Energy (2026) - IMF eLibrary
IMF Working Papers Volume 2026 Issue 157: The Generalized Jevons Paradox and the Future of Energy (2026) - IMF eLibrary