Geopolitics
The world’s approach to sovereign debt needs to change - Financial Times
The world’s approach to sovereign debt needs to change - Financial Times
opinion
Geopolitics
The world’s approach to sovereign debt needs to change - Financial Times
The world’s approach to sovereign debt needs to change - Financial Times
macro
Argentina: Can Milei Wake a Dead Economy?
Argentina is perhaps the most fascinating economic experiment taking place anywhere in the Western Hemisphere. This was once among the wealthiest nations in the world. Generations of political corruption, socialism, currency destruction, defaults, subsidies, and government intervention turned that e
Markets
By Dumping US Treasuries to Prop Up the Yen, Japan’s Foreign Currency Reserves Plunged by $95 Billion in August. But Don’t Cry for Japan. These Interventions Are Hugely Profitable
The government is already busy fighting over what to do with the $31 billion in profits on its foreign exchange interventions last fiscal year.
Energy
Washington’s Venezuela Oil Deal Is About Much More Than Crude
Washington’s takeover of more than a fifth of Venezuela’s oil reserves in a deal officially signed by U.S. Energy Secretary Chris Wright on 2 September was as unexpected as it was dramatic, with President Donald Trump’s comment a few days earlier that it is “the biggest oil deal in world history” lo
macro
Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits
Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits
Geopolitics
Gold at $4,400: Is the $5,000 Target Becoming a Realistic Scenario? - Investing.com
Gold at $4,400: Is the $5,000 Target Becoming a Realistic Scenario? - Investing.com
opinion
Jobs: QCEW shows over 2M jobs lost in Q1 - SchiffGold.com
Jobs: QCEW shows over 2M jobs lost in Q1 - SchiffGold.com
macro
Foreigners could trigger higher UST supply when USD strengthens, Luke Gromen warns - Traders Union
Foreigners could trigger higher UST supply when USD strengthens, Luke Gromen warns - Traders Union
Energy
Sudan Could Become the Red Sea’s Next Energy Security Flashpoint
The investigations published by The New York Times and The Washington Post should not be dismissed as another collection of allegations emerging from Sudan’s opaque civil war. Taken together, they present the most substantial publicly available evidence yet that elements of the Sudanese Armed Forces
Geopolitics
Norway’s $80 Billion Treasury Retreat Is the Canary In the Bond Market - TradingView
Norway’s $80 Billion Treasury Retreat Is the Canary In the Bond Market - TradingView
Geopolitics
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow