Energy
Over Target
The raw geopolitics of energy foretell an ugly end to the war in Ukraine.
Macro
Geopolitics
Geopolitics and government debt top wealth manager worry list - Portfolio Adviser
Geopolitics and government debt top wealth manager worry list - Portfolio Adviser
Geopolitics
China Slashes US Treasury Holdings to 18-Year Low as 30-Year Treasury Yield Hits 19-Year High - TradingView
China Slashes US Treasury Holdings to 18-Year Low as 30-Year Treasury Yield Hits 19-Year High - TradingView
Geopolitics
Gold Outshines Bitcoin as High Bond Yields Pressure BTC - tokenpost.com
Gold Outshines Bitcoin as High Bond Yields Pressure BTC - tokenpost.com
Geopolitics
Why the Chinese yuan could soon be Africa’s most important currency - South China Morning Post
Why the Chinese yuan could soon be Africa’s most important currency - South China Morning Post
Macro
The Lira lit the fire. Indexation, expectations and lost credibility are keeping it alive - FXStreet
The Lira lit the fire. Indexation, expectations and lost credibility are keeping it alive - FXStreet
Geopolitics
US 10-Year Treasury Auction Yield Hits Highest Level Since 2007 - KuCoin
US 10-Year Treasury Auction Yield Hits Highest Level Since 2007 - KuCoin
Macro
Michele Bullock: Monetary policy in an era of shocks
Speech by Ms Michele Bullock, Governor of the Reserve Bank of Australia, at the Anika Foundation Fundraising Lunch, Sydney, 28 July 2026.
Geopolitics
Why African local-currency debt is the year’s best EM story - EnterpriseAM
Why African local-currency debt is the year’s best EM story - EnterpriseAM
Geopolitics
Bitcoin Has Never Faced Global Bond Yields This High Since It Was Born - BeInCrypto
Bitcoin Has Never Faced Global Bond Yields This High Since It Was Born - BeInCrypto
Macro
Rising Bond Yields Are a Warning to the US Treasury and the Fed
The Fed is not in a good spot.
Geopolitics
Israel attacks Lebanon as US prepares fresh Iran sanctions - FXStreet
Israel attacks Lebanon as US prepares fresh Iran sanctions - FXStreet