Macro

Trump’s Iran Ultimatum & Dead Man’s Switch — Qatar Halts LNG Ramp-Up, 24% of Adults Carry Alpha-Gal

Today's Digest covers Qatar LNG pause and UAE oil surge, Trump Iran ultimatum and strikes, alpha-gal allergy rise, bird flu vaccine death, AI token price drops, Pentagon equity stakes, and FBI spy arrests.

Source: Peak Prosperity

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DW NOTE

Qatar has shelved its LNG expansion at Ras Laffan with 17% of capacity still wrecked from earlier strikes and eleven tankers idling offshore. Asian spot LNG is up 80% from pre-war levels, Europe faces a winter restocking gap, and the UAE — which quit OPEC in May — is now pumping 4.1 million bpd and routing crude around Hormuz via Fujairah. The bottleneck has moved from hypothetical risk to infrastructure damage and deliberate production cuts.

Read the full story at Peak Prosperity →

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

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.

Read more

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