Geopolitics
BRICS Calls For Bigger Emerging-Market Voice In IMF, World Bank; Criticises Unilateral Tariffs - NDTV Profit
BRICS Calls For Bigger Emerging-Market Voice In IMF, World Bank; Criticises Unilateral Tariffs - NDTV Profit
Macro
Energy
Apricity or Bust
The most inexcusable energy crisis ever.
Geopolitics
‘Gone in seconds’: Chinese buyers snap up government debt amid US bond turmoil - scmp.com
‘Gone in seconds’: Chinese buyers snap up government debt amid US bond turmoil - scmp.com
Macro
Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits
Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits
Markets
Booming Brics payments systems seek more cross-border links
Government-backed networks such as UPI and Pix explore link-ups with central banks overseas
Geopolitics
The next trillion matters more for gold than the next Fed rate hike - KITCO
The next trillion matters more for gold than the next Fed rate hike - KITCO
Macro
AMSTRONG x MARIO NAWFAL: Pickaxe Mountain, Trump’s Next Move, and Oil Over $100
???? Satellites show Iran digging hard under Pickax Mountain, the Pentagon is testing a classified bunker weapon in New Mexico, and one forecaster has picked a date Asked on the tarmac why oil is back above $100, Trump reframed the question: "will you let Iran have a nuclear… pic.twitter.com/Mi3ckFk
Geopolitics
BRICS for a new financial order - Deccan Herald
BRICS for a new financial order - Deccan Herald
Geopolitics
Jupiter’s Nash Bets Long Bonds Will Defy Sovereign Debt Fears - Bloomberg.com
Jupiter’s Nash Bets Long Bonds Will Defy Sovereign Debt Fears - Bloomberg.com
Macro
🇺🇸 The ten year hit 4.9% for the first time since 2023, up 95 basis points since the war began. Economist Martin Armstrong was in the room for the Plaza Accord in 1985, warning officials that devaluing the dollar 40% would end in a crash. Two years late
🇺🇸 The ten year hit 4.9% for the first time since 2023, up 95 basis points since the war began. Economist Martin Armstrong was in the room for the Plaza Accord in 1985, warning officials that devaluing the dollar 40% would end in a crash. Two years later it did. - x.com
Macro
The August CPI Report Seals a September Fed Interest Rate Hike
he consumer price index rose 0.4 percent with core up 0.3 percent. The Fed will hike.
Markets
Saudi Arabia shuts East-West pipeline that bypasses Hormuz after attacks
Move is likely to put further momentum behind fast-rising oil prices