Macro - DenariusWire (Page 80)

Macro

Currency crisis grinds Hasakah markets to halt - ANHA

Geopolitics

Gold breakout rally sends Chinese bullion stocks near record highs - South China Morning Post

Macro

How Government Corruption Turned Iran’s Oil Wealth Into A Chain Of Economic And Institutional Crises - OpEd - Eurasia Review

Macro

Treasury Secretary Says the Strait of Hormuz Will Be Irrelevant in Two Years - MishTalk

Markets

Yen sinks as effect of US-Japan intervention fades

Currency gives up roughly half its gains from joint action with investors citing lack of ‘unified voice’ among central banks

Macro

Fabio Panetta: Playing the long game - how should monetary policy adapt to the Great Reconfiguration?

Speech by Mr Fabio Panetta, Governor of the Bank of Italy, at the closing conference of the ESCB Research Network on "Challenges for Monetary Policy Transmission in a Changing World (ChaMP)", hosted by the Bank of Italy, Rome, 7 July 2026.

Geopolitics

BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow

Macro

China’s Gold Buying Is Not Simply a Bet Against the Dollar

The standard explanation is that China is buying gold because it wants to destroy the dollar. That makes a dramatic headline, but it confuses diversification with replacement and political ambition with market reality. The People’s Bank of China increased its reported gold reserves by 640,000 fine t

Markets

Iran replaces top security official at crucial moment in talks over Strait of Hormuz

Mohsen Rezaei appointed head of Supreme National Security Council after Mohammad Bagher Zolghadr steps down

Macro

Treasury Secretary Says the Strait of Hormuz Will Be Irrelevant in Two Years

OK. So What Are We Fighting For?

Geopolitics

By propping up the yen, the US and Japan are admitting dollar dominance isn't what it used to be - Fortune

Macro

Weak Payrolls but Miners Scream Higher – Metals Follow as Paper Crude Declines

Weak payrolls and heavy downward revisions arrived alongside a soft dollar, while miners and metals broke out strongly, equities hit new highs, and paper crude sold off sharply.