Geopolitics
Debasement Trade Gains Ground as Nations Reassess Dollars, Bonds, and Gold - Medium
Debasement Trade Gains Ground as Nations Reassess Dollars, Bonds, and Gold - Medium
Macro
Geopolitics
Mexico cuts Pemex financial support by nearly 70% for 2027 - World Oil
Mexico cuts Pemex financial support by nearly 70% for 2027 - World Oil
Geopolitics
Treasury plans to buy back up to $6 billion of US government debt - Cryptonews.net
Treasury plans to buy back up to $6 billion of US government debt - Cryptonews.net
Markets
Global bond sell-off reignites as oil jumps above $105
US 30-year borrowing costs hit highs as falling Saudi oil production gives fresh impetus to rally in crude prices
Macro
Trump Says ‘War’ to End After Mid-Terms, Promises $5k Dividend if Republicans Win, Brent Passes $102
Today's Digest covers Iran war developments, Houthi land seizure, Pakistani Mecca-pact strikes, US-Saudi 123 nuclear deal, Trump's $5k dividend promise, immigration rulings, commodity squeeze, psychedelics, AI aging-drug, and OpenAI Navier-Stokes.
Geopolitics
Bitcoin News: Bond Stress and Regulation Shape Armstrong’s $400K BTC Prediction - TradingView
Bitcoin News: Bond Stress and Regulation Shape Armstrong’s $400K BTC Prediction - TradingView
Geopolitics
In August, capital flowed frenetically into gold ETFs, underscoring the value of gold as a hedge against global sovereign debt risks. - Moomoo
In August, capital flowed frenetically into gold ETFs, underscoring the value of gold as a hedge against global sovereign debt risks. - Moomoo
Markets
US-China borrowing costs diverge to widest level ever
Rising Treasury yields threaten to accelerate shift in capital flows between world’s two largest economies
Macro
Economic Instability and Capital Flight Risk in Nepal - Ratopati
Economic Instability and Capital Flight Risk in Nepal - Ratopati
Macro
China declines mandatory convertible bond registrations for developers, Michael Pettis notes - Traders Union
China declines mandatory convertible bond registrations for developers, Michael Pettis notes - Traders Union
Macro
Bessent & Sovereign Debt Crisis
QUESTION: Marty, Bessent is plainly no trader. As you’ve pointed out, he’s spent far too long in the company of market manipulators. I remember your warning that rolling debt into shorter maturities only deepens future fragility. And as you put it, it’s Groundhog Day on repeat. So the question is: d
Macro
10-Year Yield Hits Multi-Year High, Long Bond Tops 5.3 Percent, Oil Surges
It's not a good day in the markets, Here's a recap.