Geopolitics
Sinolink Securities: AI capital expenditure crowds out sovereign debt; rising long-end U.S. Treasury yields may compel the Federal Reserve to ease policy - Moomoo
Macro
Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits
Energy
Oil in the Shadows: Dark Shipping Evades Sanctions - The American Action Forum
Macro
What market manipulation is next? Diesel crack spreads?
Markets
Hocus pocus works with the bond market only briefly. His last hocus-pocus, the big kahuna US-Japan joint intervention, fizzled in days and bond yields marched higher.
opinion
Fed’s Barkin Describes a ‘Low-Hire, Low-Fire’ Economy That Doesn’t Feel Great - SchiffGold.com
Macro
Europe apparently believes it can sanction the entire world into submission. Eight countries outside the European Union have now agreed to align themselves with Brussels’ latest sanctions against Belarus: Albania, Bosnia and Herzegovina, Iceland, Liechtenstein, Montenegro, North Macedonia, Norway, a
Markets
Gold and Silver Price Forecast: Will Fed Minutes Push Gold Toward $4,500? - FXEmpire
Crypto
Bitcoin Magazine Bitcoin Is Down but Asset’s Role as Global Monetary Alternative Remains, Says Blackrock The price of Bitcoin has taken a hit this year, but its investment thesis hasn't changed, BlackRock has said. This post Bitcoin Is Down but Asset’s Role as Global Monetary Alternative Remains,
Markets
Gold & rates: A new reality - KITCO
Geopolitics
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow
opinion
Thiel's contacts with Milei's inner circle have broadened since his arrival in Argentina in April, with sit-downs with key administration staff.