Markets
Governments should heed the bond market’s warning
Financial repression is not a sustainable way to manage rising borrowing costs
Macro
Geopolitics
Egan-Jones Examines Sovereign Debt Pressures and Potential Safe Harbors - 富途牛牛
Egan-Jones Examines Sovereign Debt Pressures and Potential Safe Harbors - 富途牛牛
Geopolitics
Egan-Jones Examines Sovereign Debt Pressures and Potential Safe Harbors - Yahoo Finance
Egan-Jones Examines Sovereign Debt Pressures and Potential Safe Harbors - Yahoo Finance
Geopolitics
G20 Faces Division Over Global Imbalances, Sovereign Debt: US Treasury - Global Banking & Finance Review
G20 Faces Division Over Global Imbalances, Sovereign Debt: US Treasury - Global Banking & Finance Review
Macro
Dollar 'Endgame' Is Great News For Bitcoin and Gold, Says Industry Expert - TradingView
Dollar 'Endgame' Is Great News For Bitcoin and Gold, Says Industry Expert - TradingView
Macro
India's central bank spends $5 billion to defend rupee's 95 level as foreign outflows hit 32-year record - finance.biggo.com
India's central bank spends $5 billion to defend rupee's 95 level as foreign outflows hit 32-year record - finance.biggo.com
Macro
September Fed Rate Hike Odds Shift Dramatically Back Towards a Hike
It's been a complete round trip in the last month.
Macro
Asia’s Pragmatic Currency Pivot - International Monetary Fund | IMF
Asia’s Pragmatic Currency Pivot - International Monetary Fund | IMF
Macro
Global Bond Market Rout Continues, Fed’s Barr Ponders Decisive Action
Oil is up again along with bond market yields. Fed rate hike is more likely.
Macro
EU President Eyes Securitizing Bank Deposits as Iran/Russia Promote Sanction-Proof Development Bank
Today's Digest covers EU deposit plans, SCO geopolitics, US defense resignations, AI data centers, mail-in voting, YouTube probe, financial AI risks, Epstein files, Missouri age verification, and oil refinery projects.
Geopolitics
Bessent pushes Iran sanctions as G20 grapples with growth and debt - India Today
Bessent pushes Iran sanctions as G20 grapples with growth and debt - India Today
Macro
Paying 30x earnings for Clorox or lending at 0.6 percent yield leads to poor outcomes, Lyn Alden warns - Traders Union
Paying 30x earnings for Clorox or lending at 0.6 percent yield leads to poor outcomes, Lyn Alden warns - Traders Union