macro
Treasury Secretary Scott Bessent has effectively challenged the bond market to a fight, telling traders, “I have asymmetric information. I am the house now,” and that they can “bet against him if they want.” Treasury has expanded its buyback operations for long-term government bonds, increasing purc
Crypto
One expert believes that the failure to pass the bill is a win for the banks that staunchly oppose stablecoin yields, while a global crypto lawyer believes overseas jurisdictions benefit.
Energy
“The roar of the engines does not herald true dominance, but the absolute silence that precedes the strike." “Let your plans be dark and impenetrable as night, and when you move, fall like a thunderbolt." The last decades of silence from the world’s leading oil group, OPEC, or its derivative, OPEC+,
Markets
AI borrowed $400 billion this year, and Mark Thornton says every paper-dollar asset is at risk - KITCO
Markets
Don’t give up your gold: disciplined monetary policy can’t fix fiscal risk - Axel Merk - KITCO
macro
As is typical, this edition of The Fat Pipe is out of step with the ""markets"" and with most official pronouncements. But Common Knowledge is rapidly approaching for energy...and then everything will shift dramatically and suddenly.
Markets
Gold Slips But Soaring Debt 'Supports Price' as Oil Slides, Bond Rates Ease - BullionVault
macro
Debt Digest | Congress added $10.2 trillion in deficits by dodging PAYGO - The Debt Dispatch
Markets
UBS expects silver to benefit from gold’s supportive backdrop - Investing.com
macro
ETMarkets Smart Talk | Higher US rates could accelerate capital flight from EMs, but India remains better - The Economic Times
macro
ETMarkets Smart Talk | Higher US rates could accelerate capital flight from EMs, but India remains better - The Economic Times
Geopolitics
Gold Defies Rate Hikes: Why High Rates Are Losing Their Grip on Bullion - nai500.com