Macro
$153,000 gold forecast and U.S. dollar collapse warning, Alasdair Macleod warns - Traders Union
$153,000 gold forecast and U.S. dollar collapse warning, Alasdair Macleod warns - Traders Union
opinion
Geopolitics
'Reminiscent of sovereign debt crisis': France in eye of the storm as euro drops to 17-month low and bond markets turn on Paris - This is Money
'Reminiscent of sovereign debt crisis': France in eye of the storm as euro drops to 17-month low and bond markets turn on Paris - This is Money
Macro
The Fat Pipe 10/5/26: Iran and Houthis Attack, Bonds!, the AI Bubble, and Grab Bag
The energy crisis continues...bonds are entering the crisis-contagion stage...it's impossible to imagine this is all due to mere incompetence. Here's all the news you need to navigate the week ahead.
Markets
LBMA 2026: Central banks aren’t done with gold as geopolitical risks reshape reserves – Bundesbank’s Nagel - Kitco
LBMA 2026: Central banks aren’t done with gold as geopolitical risks reshape reserves – Bundesbank’s Nagel - Kitco
Geopolitics
Central Bankers Say Gold Still Earns Its Reserve Role - Finimize
Central Bankers Say Gold Still Earns Its Reserve Role - Finimize
Geopolitics
What is a Sovereign Debt Crisis? Why Europe’s Bond Stress is Back in Focus - EBC Financial Group
What is a Sovereign Debt Crisis? Why Europe’s Bond Stress is Back in Focus - EBC Financial Group
Macro
The Stagflationary Squeeze on Employment
The September jobs report should put an end to the fantasy that the American economy can absorb rising prices indefinitely without eventually hitting employment. The economy added only 29,000 jobs when economists expected roughly 84,000, while unemployment increased to 4.2%. Worse still, July was re
Energy
The world is facing an almighty LNG crunch - The Economist
The world is facing an almighty LNG crunch - The Economist
Macro
Few are combining real rates with fiscal dominance in U.S. economy, Luke Gromen notes - Traders Union
Few are combining real rates with fiscal dominance in U.S. economy, Luke Gromen notes - Traders Union
Markets
Gold’s resilience supports strong outlook, silver faces oversupply, copper could be the big gainer – Deutsche Bank’s Ghali - Kitco
Gold’s resilience supports strong outlook, silver faces oversupply, copper could be the big gainer – Deutsche Bank’s Ghali - Kitco
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
opinion
China Officially Adds to Gold Reserves as It Shifts Away from the US Dollar - SchiffGold.com - content.schiffgold.com
China Officially Adds to Gold Reserves as It Shifts Away from the US Dollar - SchiffGold.com - content.schiffgold.com