Geopolitics
War weighs on Iran’s economy as US intensifies sanctions - Business Recorder
War weighs on Iran’s economy as US intensifies sanctions - Business Recorder
Macro
Markets
Controversial Venezuelan executive courts investors after Trump oil deal
Alejandro Betancourt is US’s minority partner in company that will control more than 65bn barrels of oil reserves
Geopolitics
Tariffs, Iran and $40 trillion debt: Bessent faces major G20 diplomacy test - Latest news from Azerbaijan
Tariffs, Iran and $40 trillion debt: Bessent faces major G20 diplomacy test - Latest news from Azerbaijan
Macro
Dollar Hits 208,000 Tomans as Fuel Strains Deepen and Tehran Fears Another Price Shock - National Council of Resistance of Iran - NCRI
Dollar Hits 208,000 Tomans as Fuel Strains Deepen and Tehran Fears Another Price Shock - National Council of Resistance of Iran - NCRI
Macro
Jackson Hole Reaction: Gold, Silver & Miners Slump as the Dollar Rallies
Warsh’s hawkish Jackson Hole speech sparked Friday selling in gold, silver, and miners as the dollar rallied. Home prices kept falling, GDP jumped without much job growth, and September hike odds rose.
Macro
Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth - Yahoo Finance
Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth - Yahoo Finance
Geopolitics
US Treasury's Bessent faces G20 diplomacy test amid tariffs, Iran war, bond turmoil - Reuters
US Treasury's Bessent faces G20 diplomacy test amid tariffs, Iran war, bond turmoil - Reuters
Geopolitics
Ghalibaf Slams U.S. Treasury Secretary, Points to Soaring Bond Yields and War Costs - WANA News Agency
Ghalibaf Slams U.S. Treasury Secretary, Points to Soaring Bond Yields and War Costs - WANA News Agency
Macro
Structural deficits, fiscal dominance drive persistent price instability - Capital Newspaper
Structural deficits, fiscal dominance drive persistent price instability - Capital Newspaper
Macro
Exclusive Forecasts to 2032, Sovereign Debt Contagion & The Four-Front War
Listen to more on Kerry Lutz’s Substack.
Geopolitics
Iran vows dollar phase-out, domestic self-sufficiency to overcome US economic siege - thecradle.co
Iran vows dollar phase-out, domestic self-sufficiency to overcome US economic siege - thecradle.co
Macro
Macroeconomic Impacts of China’s Energy Transition - International Monetary Fund | IMF
Macroeconomic Impacts of China’s Energy Transition - International Monetary Fund | IMF