Markets
Still QT plus Renewed Rate Hikes at the ECB despite Surging Bond Yields in the Euro Area
The ECB shed €95 billion of QE Bonds & Loans in Q3. Since mid-2022, QE assets dropped by 53%! Gold got marked up to market.
opinion
Geopolitics
Redrawing Global Alliances: The Diplomatic Timeline, Currency Shift, and Sovereign Mechanics of Ghana's Historic BRICS Bid - Modern Ghana
Redrawing Global Alliances: The Diplomatic Timeline, Currency Shift, and Sovereign Mechanics of Ghana's Historic BRICS Bid - Modern Ghana
Crypto
Josh Young: “Massive” Currency Debasement to Come From Oil’s Run Higher
Bitcoin Magazine Josh Young: “Massive” Currency Debasement to Come From Oil’s Run Higher Global oil stocks are depleting fast. Bison's Josh Young warns of low usable reserves, $105 fair-value WTI, and hidden upside in undervalued energy assets. This post Josh Young: “Massive” Currency Debasement to
Markets
Peter Schiff says rising yields are 'the most bullish thing' for gold, warns Washington could pay 50 cents on the dollar - Kitco
Peter Schiff says rising yields are 'the most bullish thing' for gold, warns Washington could pay 50 cents on the dollar - Kitco
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
macro
Shifting ground – how geopolitics is reshaping growth, monetary policy and the role of gold as a reserve asset
Keynote speech by Dr Joachim Nagel, President of the Deutsche Bundesbank, at the Global Precious Metals Conference, Sorrento, 5 October 2026.
Geopolitics
Redrawing Global Alliances: The Diplomatic Timeline, Currency Shift, and Sovereign Mechanics of Ghana's Historic BRICS Bid - Modern Ghana
Redrawing Global Alliances: The Diplomatic Timeline, Currency Shift, and Sovereign Mechanics of Ghana's Historic BRICS Bid - Modern Ghana
Geopolitics
Sovereign debt under pressure - Il Foglio
Sovereign debt under pressure - Il Foglio
Geopolitics
Crosetto: “There is a risk of sovereign debt contagion; everything could fall apart.” The spread rises. Meloni presses the EU - Il Foglio
Crosetto: “There is a risk of sovereign debt contagion; everything could fall apart.” The spread rises. Meloni presses the EU - Il Foglio
Geopolitics
Gold Seen Topping $5,000 Within a Year as Silver Forecast to Surge Past $94 - BigGo Finance
Gold Seen Topping $5,000 Within a Year as Silver Forecast to Surge Past $94 - BigGo Finance
macro
U.S. real rates above 2 percent could drive stocks down, Luke Gromen warns - Traders Union
U.S. real rates above 2 percent could drive stocks down, Luke Gromen warns - Traders Union
Markets
Thoughts on the 10-Year Treasury Auction’s 5.30% Yield, Highest since 2000: It Created Demand, Bond Bloodbath Continued
The bond market is coming out from under 14 years of interest rate repression and is doing its thing, the way it is supposed to. And that’s what Warsh wants it to do.