Geopolitics
Sovereign Debt Plus AI Bonds: "Next Shock Will Hit Advanced Economies" - Seoul Economic Daily
Sovereign Debt Plus AI Bonds: "Next Shock Will Hit Advanced Economies" - Seoul Economic Daily
opinion
Geopolitics
Hubbis Macro Corner: Treasury Intervention, AI Financing and a Broader Risk-On Case Reshape Portfolios - Hubbis
Hubbis Macro Corner: Treasury Intervention, AI Financing and a Broader Risk-On Case Reshape Portfolios - Hubbis
Macro
Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth - TradingView
Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth - TradingView
Macro
Luke Gromen: Gold historically outperforms during late-stage U.S. capex booms - Traders Union
Luke Gromen: Gold historically outperforms during late-stage U.S. capex booms - Traders Union
Energy
What U.S.-Venezuela Oil Deal Is – And Is Not - About - Forbes
What U.S.-Venezuela Oil Deal Is – And Is Not - About - Forbes
Macro
Jackson Hole Reaction: Gold, Silver & Miners Slump as the Dollar Rallies
Warsh’s hawkish Jackson Hole speech sparked Friday selling in gold, silver, and miners as the dollar rallied. Home prices kept falling, GDP jumped without much job growth, and September hike odds rose.
Macro
Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth - Yahoo Finance
Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth - Yahoo Finance
Energy
Xi Jinping's Oil Stockpile Just Proved Its Worth Against the West - Kurdistan24
Xi Jinping's Oil Stockpile Just Proved Its Worth Against the West - Kurdistan24
Geopolitics
Ghalibaf Slams U.S. Treasury Secretary, Points to Soaring Bond Yields and War Costs - WANA News Agency
Ghalibaf Slams U.S. Treasury Secretary, Points to Soaring Bond Yields and War Costs - WANA News Agency
Macro
Structural deficits, fiscal dominance drive persistent price instability - Capital Newspaper
Structural deficits, fiscal dominance drive persistent price instability - Capital Newspaper
Macro
Exclusive Forecasts to 2032, Sovereign Debt Contagion & The Four-Front War
Listen to more on Kerry Lutz’s Substack.
Geopolitics
Iran vows dollar phase-out, domestic self-sufficiency to overcome US economic siege - thecradle.co
Iran vows dollar phase-out, domestic self-sufficiency to overcome US economic siege - thecradle.co