Geopolitics
EM debt fares well amid US Treasury selloff - EnterpriseAM
EM debt fares well amid US Treasury selloff - EnterpriseAM
Macro
Macro
HORMUZ OIL FLOWS CRASH 60% BELOW PRE-WAR LEVELS – w/ Prof. Steve Hanke - t.co
HORMUZ OIL FLOWS CRASH 60% BELOW PRE-WAR LEVELS – w/ Prof. Steve Hanke - t.co
Macro
President Trump Says Venezuela Oil Will Refill US Strategic Reserves Day After ‘Biggest Oil Deal In World History’ - Stocktwits
President Trump Says Venezuela Oil Will Refill US Strategic Reserves Day After ‘Biggest Oil Deal In World History’ - Stocktwits
Geopolitics
The Missing Mediator: Why Sovereign Debt Restructuring Still Has No Seat for the Profession That Could Save It - Wolters Kluwer
The Missing Mediator: Why Sovereign Debt Restructuring Still Has No Seat for the Profession That Could Save It - Wolters Kluwer
Macro
Strong Payrolls, Metals Dips Get Bought, and Heating Oil Hits a New High
Strong payrolls surprised Friday. Gold, silver, and miner dips were bought through the week. Heating oil still printed a new weekly all-time high as crude ripped higher.
Geopolitics
Norway's $2 trillion sovereign fund proposes deep cuts to US Treasury holdings - The Business Standard
Norway's $2 trillion sovereign fund proposes deep cuts to US Treasury holdings - The Business Standard
Macro
Iran Attacks US Warships, US Sinks First Merchant Ship Since WW2 – Plus, Worst Treasury Yields in 100 Years
Today's Digest covers Iran's first US warship attacks, US attacks merchant vessels and sanctions Turkey, Witkoff meets with Putin, Treasuries performance, Global South AI, married-parent subsidies, Toledo church fire, Alzheimer's, Colorado record drought.
Geopolitics
Norway’s Sovereign Wealth Fund Proposes Cutting US Treasury Holdings by Nearly $80 Billion - Межа. Новини України.
Norway’s Sovereign Wealth Fund Proposes Cutting US Treasury Holdings by Nearly $80 Billion - Межа. Новини України.
Geopolitics
India’s BRICS Challenge Is to Prevent China from Defining the Global South - Middle East Forum
India’s BRICS Challenge Is to Prevent China from Defining the Global South - Middle East Forum
Macro
US aligned World Bank warns Zimbabwe over rapid de-dollarisation - Bulawayo24 News
US aligned World Bank warns Zimbabwe over rapid de-dollarisation - Bulawayo24 News
Geopolitics
Norway Wealth Fund Wants to Cut U.S. Treasury Weight - NAI500
Norway Wealth Fund Wants to Cut U.S. Treasury Weight - NAI500
Macro
Iran’s Currency Crisis Deepens as Dollar Surge Erodes Purchasing Power and Paralyzes Markets - irannewsupdate.com
Iran’s Currency Crisis Deepens as Dollar Surge Erodes Purchasing Power and Paralyzes Markets - irannewsupdate.com