macro
Bank Indonesia vows intervention as rupiah hits 18,000 per US dollar - ANTARA News
Bank Indonesia vows intervention as rupiah hits 18,000 per US dollar - ANTARA News
macro
Markets
EU vows to maintain Russia sanctions after US pivot
European leaders close ranks around Volodymyr Zelenskyy following Donald Trump’s fuel deal with Moscow
Geopolitics
Did Trump Lift Russia Sanctions? What the October 16 Waiver Changes - Diplomacy and Law
Did Trump Lift Russia Sanctions? What the October 16 Waiver Changes - Diplomacy and Law
macro
MSCI downgrade alert triggers fears of foreign capital flight! Indonesia faces triple sell-off in stocks, bonds, and currencies, with the stock market recording its steepest decline in nearly 30 years. - Moomoo
MSCI downgrade alert triggers fears of foreign capital flight! Indonesia faces triple sell-off in stocks, bonds, and currencies, with the stock market recording its steepest decline in nearly 30 years. - Moomoo
Markets
Trump exempts Russia from further sanctions mandated by new law
US president gives Putin a reprieve on threatened energy measures after cutting deal with Moscow to release diesel
Geopolitics
Ray Dalio Warns US Debt Crisis Looms, Urges Shift To Gold And Bitcoin - Stocktwits
Ray Dalio Warns US Debt Crisis Looms, Urges Shift To Gold And Bitcoin - Stocktwits
Geopolitics
Gold vs government bonds: Why investors are diversifying away from sovereign debt - Business Today
Gold vs government bonds: Why investors are diversifying away from sovereign debt - Business Today
Geopolitics
Domestic Debt Restructuring, Central Bank, and Monetary Policy in EMDEs: Lessons from Recent Country Cases - Center for Global Development
Domestic Debt Restructuring, Central Bank, and Monetary Policy in EMDEs: Lessons from Recent Country Cases - Center for Global Development
macro
"We've NEVER Seen Anything Like This Before..." - Lyn Alden - YouTube
"We've NEVER Seen Anything Like This Before..." - Lyn Alden - YouTube
macro
Iran’s Oil Exports Have Collapsed to ZERO
Iran’s oil industry has been brought to a standstill, and the economic consequences are becoming impossible to ignore. Iran’s seaborne crude oil exports collapsed from a 14-day average of 230,000 barrels per day at the beginning of September to ZERO, remaining there into October. This is an extraord
macro
The Critical Research & Intelligence Briefing (CRIB): Oil Shortages Worsen, CCC Bonds Tanking, and the AI Bubble Is in Trouble.
I've renamed this report...but it's the same as ever - the data and insights I've gleaned from the week to give you an edge and a proper grounding in what's actually happening so you can make decisions.
Geopolitics
Vincent Boland: The rich world has a spiralling sovereign debt problem, and no solutions - Business Post
Vincent Boland: The rich world has a spiralling sovereign debt problem, and no solutions - Business Post