macro
Today's Digest covers strikes on Saudi and Russian refineries, Red Sea tanker detours, Iran war, US strikes and blackouts, commodity price squeezes, AI public wealth fund survey, Fabian Society and Polymarket analyses.
Markets
Sharp increase in energy prices means next week’s US central bank meeting is ‘live’, investors say
macro
Michael Pettis: State-backed investors fund over 90 percent of China private equity - Traders Union
macro
Downturn in S. Korea's Stock Market Sparks Capital Flight? Seohak Ants' Net Buying of US Stocks Quadruples This Month - news.sbs.co.kr
Markets
President says Washington will launch new probe into the bloc that could sharpen trade tensions
Geopolitics
U.S. National Debt Reaches $39.676 Trillion: Latest Treasury Data Shows Record High - News and Statistics - IndexBox
macro
By holding down the price of oil, "somebody" is setting the table for a very painful price adjustment in the not-so-distant future. They really ought not to be doing this.
Geopolitics
Gold is Gradually Replacing Treasuries at the Heart of the Global Monetary System - GoldBroker.com
macro
Bitcoin and Gold Split as Central Banks Drive One, Retail the Other - CoinMarketCap
macro
China is winning the war in the Middle East, and gold and the dollar will start to feel it, strategist says - MarketWatch
macro
Carney aims to reverse $1 trillion in foreign capital flight over 2 days in September - unpublished.ca
macro
How Fixing the Housing Crisis Could Trigger Devastating 10% Treasury Yields - streamlinefeed.co.ke