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
Macro
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.
Geopolitics
Manager of Norway's USD 2.3tln sovereign oil fund has proposed an overhaul of its government bond portfolio that could see it cut its holdings of US Treasuries by about USD 80bln as it looks to other types of debts to try to boost returns, according to FT
Manager of Norway's USD 2.3tln sovereign oil fund has proposed an overhaul of its government bond portfolio that could see it cut its holdings of US Treasuries by about USD 80bln as it looks to other types of debts to try to boost returns, according to FT - newsquawk.com
Geopolitics
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow
Macro
El-Erian Warns Global Bond Rout Will Persist Despite Treasury Intervention - streamlinefeed.co.ke
El-Erian Warns Global Bond Rout Will Persist Despite Treasury Intervention - streamlinefeed.co.ke
Geopolitics
Manager of Norway’s $2tn oil fund proposes slashing US Treasury holdings - Financial Times
Manager of Norway’s $2tn oil fund proposes slashing US Treasury holdings - Financial Times
Macro
Fiscal Dominance Will Break The Dollar's Long-Term Trend - Seeking Alpha
Fiscal Dominance Will Break The Dollar's Long-Term Trend - Seeking Alpha
Geopolitics
World's biggest sovereign wealth fund plans to cut U.S. Treasury holdings - CNBC
World's biggest sovereign wealth fund plans to cut U.S. Treasury holdings - CNBC
Markets
Manager of Norway’s $2tn oil fund proposes slashing US Treasury holdings
Overhaul of bond positions suggested to Ministry of Finance aims to boost returns
Geopolitics
Scaramucci calls U.S. Treasury chief Bessent's debt warning best bitcoin ad of 2026 - 디지털투데이
Scaramucci calls U.S. Treasury chief Bessent's debt warning best bitcoin ad of 2026 - 디지털투데이