Geopolitics
Repeated currency devaluations deepen poverty —Ex-World Bank chief - Tribune Online
Repeated currency devaluations deepen poverty —Ex-World Bank chief - Tribune Online
Macro
Geopolitics
Iraq turns to barter-style payments to unlock Iran energy debt - The Arab Weekly
Iraq turns to barter-style payments to unlock Iran energy debt - The Arab Weekly
Macro
US Draft Simulations Advance as 7M More Barrels Come Offline and Canada’s New Hate Law Takes Effect
Today's Digest covers US draft simulations, Graham's Iran remarks, Abqaiq refinery attacks, Russia fuel crisis, Kazakhstan oil, Trump's Iran pause, Turkey's shift, glyphosate, anti-progesterone in water, resistant starch, and Canada's hate laws.
Geopolitics
Gold Isn’t Falling—Currencies Are Moving: A Strategic View for Investors - CEOWORLD magazine
Gold Isn’t Falling—Currencies Are Moving: A Strategic View for Investors - CEOWORLD magazine
Geopolitics
US Debt Hits $39.7 Trillion: Bitcoin and Gold Debasement Trade Faces FOMC Test - Tech Times
US Debt Hits $39.7 Trillion: Bitcoin and Gold Debasement Trade Faces FOMC Test - Tech Times
Macro
Japan Is the First Domino in the Sovereign Debt Crisis
Japan recorded a 1.01 trillion yen ($6.2 billion) trade deficit during the first half of 2026, according to preliminary government data. This does not mean that Japan will collapse tomorrow, but it is another crack in the foundation of a debt structure that can no longer withstand rising interest ra
Geopolitics
Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - Forex Factory
Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - Forex Factory
Markets
Oil prices fall as Iran and US pause strikes over Strait of Hormuz tensions
Brent opens lower after two weeks of escalating violence pushed crude to more than $100 a barrel
Geopolitics
Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - IndraStra Global
Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - IndraStra Global
Macro
Big Crude Rally, Metals & Miners Climb as Treasuries and Equities Fall
Crude oil surged 9% this week, its third straight weekly gain, while gold, silver, and miners advanced. Yields rose, TLT hit a multi-year low, the dollar strengthened, and stocks edged lower in a mild risk-off shift.
Macro
U.S. labor share declined from 65 percent to 54 percent, Michael Pettis notes - Traders Union
U.S. labor share declined from 65 percent to 54 percent, Michael Pettis notes - Traders Union
Geopolitics
Bitcoin is now fighting the ECB’s €51.8 billion bond wall for a shrinking pool of capital - Cryptonews.net
Bitcoin is now fighting the ECB’s €51.8 billion bond wall for a shrinking pool of capital - Cryptonews.net