Macro
IMF Working Papers Volume 2026 Issue 156: Settlement Risk and Currency Markets (2026) - IMF eLibrary
IMF Working Papers Volume 2026 Issue 156: Settlement Risk and Currency Markets (2026) - IMF eLibrary
Macro
Markets
Investors use crypto exchanges to avoid Chinese controls on AI stocks
Perpetual futures let investors circumvent restrictions on foreign access to China’s equity market
Markets
Saudi Arabia strikes Houthis after Iran-backed rebels target energy sites
Tit-for-tat attacks risk expanding the regional war in the Middle East
Macro
JPMorgan Says Era of Cheap Money Is Over as Most Americans Missed Bitcoin’s 22,700% Rally - finance.biggo.com
JPMorgan Says Era of Cheap Money Is Over as Most Americans Missed Bitcoin’s 22,700% Rally - finance.biggo.com
Geopolitics
Bitcoin is now fighting the ECB’s €51.8 billion bond wall for a shrinking pool of capital - CryptoSlate
Bitcoin is now fighting the ECB’s €51.8 billion bond wall for a shrinking pool of capital - CryptoSlate
Macro
IMF Working Papers Volume 2026 Issue 157: The Generalized Jevons Paradox and the Future of Energy (2026) - IMF eLibrary
IMF Working Papers Volume 2026 Issue 157: The Generalized Jevons Paradox and the Future of Energy (2026) - IMF eLibrary
Macro
Houthis Hit 400k-bpd Jazan Refinery, US Blacks Out Gulf Satellites, Commodities Feel the Squeeze
Today's Digest covers strikes on Saudi and Russian refineries, Red Sea tanker detours, Iran war, US strikes and blackouts, commodity price squeezes, AI public wealth fund survey, Fabian Society and Polymarket analyses.
Markets
Investors increase bets on Federal Reserve rate rise after oil price surge
Sharp increase in energy prices means next week’s US central bank meeting is ‘live’, investors say
Macro
Michael Pettis: State-backed investors fund over 90 percent of China private equity - Traders Union
Michael Pettis: State-backed investors fund over 90 percent of China private equity - Traders Union
Macro
Downturn in S. Korea's Stock Market Sparks Capital Flight? Seohak Ants' Net Buying of US Stocks Quadruples This Month - news.sbs.co.kr
Downturn in S. Korea's Stock Market Sparks Capital Flight? Seohak Ants' Net Buying of US Stocks Quadruples This Month - news.sbs.co.kr
Markets
Trump threatens new EU tariffs in retaliation for fines on US tech groups
President says Washington will launch new probe into the bloc that could sharpen trade tensions
Geopolitics
U.S. National Debt Reaches $39.676 Trillion: Latest Treasury Data Shows Record High - News and Statistics - IndexBox
U.S. National Debt Reaches $39.676 Trillion: Latest Treasury Data Shows Record High - News and Statistics - IndexBox