Macro
Wall Street Money Moves To Texas. Bitcoin Explains What Comes Next - Forbes
Wall Street Money Moves To Texas. Bitcoin Explains What Comes Next - Forbes
opinion
Markets
Gold performs like nothing else in the commodity complex – WGC’s De Pessemier - KITCO
Gold performs like nothing else in the commodity complex – WGC’s De Pessemier - KITCO
Markets
Gold’s return as monetary collateral - OMFIF
Gold’s return as monetary collateral - OMFIF
Geopolitics
Geopolitics and government debt top concerns for fixed income markets - Investment Week
Geopolitics and government debt top concerns for fixed income markets - Investment Week
Energy
Over Target
The raw geopolitics of energy foretell an ugly end to the war in Ukraine.
Markets
‘Gold has been in a bull market for 25 Years’ – Morgan Stanley CIO Wilson - KITCO
‘Gold has been in a bull market for 25 Years’ – Morgan Stanley CIO Wilson - KITCO
Geopolitics
Gold Outshines Bitcoin as High Bond Yields Pressure BTC - tokenpost.com
Gold Outshines Bitcoin as High Bond Yields Pressure BTC - tokenpost.com
Geopolitics
Why the Chinese yuan could soon be Africa’s most important currency - South China Morning Post
Why the Chinese yuan could soon be Africa’s most important currency - South China Morning Post
Macro
The Lira lit the fire. Indexation, expectations and lost credibility are keeping it alive - FXStreet
The Lira lit the fire. Indexation, expectations and lost credibility are keeping it alive - FXStreet
opinion
The Imaginary World of Fed "Independence"
The rhetoric of independence allows the Treasury and the Fed to cooperate when convenient and deflect blame when something goes wrong.
Macro
Michele Bullock: Monetary policy in an era of shocks
Speech by Ms Michele Bullock, Governor of the Reserve Bank of Australia, at the Anika Foundation Fundraising Lunch, Sydney, 28 July 2026.
Geopolitics
Why African local-currency debt is the year’s best EM story - EnterpriseAM
Why African local-currency debt is the year’s best EM story - EnterpriseAM