Geopolitics
Top sovereign wealth fund may dump $80 billion in Treasury bonds — and load up on riskier U.S. debt - fortune.com
Top sovereign wealth fund may dump $80 billion in Treasury bonds — and load up on riskier U.S. debt - fortune.com
macro
macro
Michael Pettis: China central bank governor blames trade protectionism for global imbalances - Traders Union
Michael Pettis: China central bank governor blames trade protectionism for global imbalances - Traders Union
Geopolitics
Norway’s US$2 trillion sovereign fund proposes deep cuts to U.S. Treasury holdings - BNN Bloomberg
Norway’s US$2 trillion sovereign fund proposes deep cuts to U.S. Treasury holdings - BNN Bloomberg
macro
The Impact of Trade Payment Restrictions and Capital Controls on External Sector Balances - International Monetary Fund | IMF
The Impact of Trade Payment Restrictions and Capital Controls on External Sector Balances - International Monetary Fund | IMF
Markets
Trump-linked companies race to secure deals for Venezuela’s oil
Appointees, a donor and a recent administration official are among those capitalising on US control of beleaguered energy sector
Geopolitics
Norway's $2 trillion sovereign fund proposes deep cuts to US Treasury holdings - Reuters
Norway's $2 trillion sovereign fund proposes deep cuts to US Treasury holdings - Reuters
macro
Luke Gromen: Bonds must lose real value to support U.S. reshoring - tradersunion.com
Luke Gromen: Bonds must lose real value to support U.S. reshoring - tradersunion.com
macro
Putin adviser acknowledges capital flight as wealthy Russians move money abroad - The New Voice of Ukraine
Putin adviser acknowledges capital flight as wealthy Russians move money abroad - The New Voice of Ukraine
Geopolitics
Norway’s $2.3-trillion sovereign fund proposes large cuts to U.S. Treasury holdings - The Globe and Mail
Norway’s $2.3-trillion sovereign fund proposes large cuts to U.S. Treasury holdings - The Globe and Mail
Geopolitics
Norway sovereign wealth fund proposes cutting U.S. Treasury holdings - qz.com
Norway sovereign wealth fund proposes cutting U.S. Treasury holdings - qz.com
macro
Putin's adviser acknowledged capital flight from Russia - UA.NEWS
Putin's adviser acknowledged capital flight from Russia - UA.NEWS
macro
The Fat Pipe Sept 4th 2026: More Lies, US At Peak Oil, Bond Vigilantes Arrive, Copper Shortages, & Grab Bag
Thankfully, bombing in the Persian Gulf has quieted down. Here's what I've scouted up for you since Monday.