Macro

The Paper Thaw and the Hard Reality of Post Sanctions Syria - Lavender Hotel

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DW NOTE

The West suspended sanctions on Syria in March after Assad's collapse. Four months later, Damascus has $847 million in pledged aid and zero functioning power plants. Warlords don't become procurement officers because Washington issues a press release.

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QUESTION: Marty, Bessent is plainly no trader. As you’ve pointed out, he’s spent far too long in the company of market manipulators. I remember your warning that rolling debt into shorter maturities only deepens future fragility. And as you put it, it’s Groundhog Day on repeat. So the question is: d

10-Year Yield Hits Multi-Year High, Long Bond Tops 5.3 Percent, Oil Surges

It's not a good day in the markets, Here's a recap.

The Paper Thaw and the Hard Reality of Post Sanctions Syria - Lavender Hotel

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The custody question: where are central banks storing gold? - OMFIF

Saudi Oil Exports Plunge as Spread of War Shuts Off Shipping Routes - The New York Times

Bessent & Sovereign Debt Crisis

10-Year Yield Hits Multi-Year High, Long Bond Tops 5.3 Percent, Oil Surges