World News News
Markets, macro and movers — curated.
Rising Mortgage Rates Squeeze Housing as China Exports Hit 5-Year High
Mortgage applications drop as the 30-year rate hits 7.56%, while China's exports jump 36% and surge 40% to the US.
Oil Climbs on Middle East Escalation as Applied Digital, PepsiCo, and Wolfspeed Make Moves
Crude oil rises on Middle East strikes while APLD beats on revenue, PEP cuts costs, and WOLF lands a $1.5B Pentagon deal.
Jim Rickards on Gold, Inflation, and the Hidden Cracks in the Dollar System
Why paper gold can vanish in a crisis, how inflation quietly erodes savings, and the real reasons China sells Treasuries.
Why Gold Could Hit $10,000 and Modest Inflation Quietly Eats Your Savings
How gold could run to $10,000-$20,000, why 3% inflation halves the dollar, and how the US uses inflation to shrink its debt.
Gold, Silver, and the Coming Government Debt Crisis
Why the next crisis hits governments not private credit, why silver could outrun gold, and how a rescue built on more credit collapses currencies.
Oil Above $106, Treasury Yields Hit 19-Year Highs, China Clears NVDA Chip Buys
Brent crude tops $106, 10-year Treasury yield breaks 5.2%, and China lets firms buy Nvidia RTX chips as tariffs ease.
China Stocks Slide After Trump-Xi Summit; Yen Firms on Tokyo Warnings
Chinese equities fell after a light-on-policy Trump-Xi summit, the yen strengthened on Tokyo warnings, and a heavy data week looms.
Crude Volatility, Trump-Xi Summit Yields Little, and Akamai's $1.6B Anthropic Deal
Market setup covering flat indices, rising yields, oil volatility, a low-substance US-China summit, and Akamai's new Anthropic cloud deal.
Gold's Shift to China and the Coming US Debt Trap
Why central banks are buying gold, bullion markets are moving to China and Hong Kong, and US Treasury funding faces a perfect storm.
The Bond Market Break: A Dire Thesis for the Dollar, Regional Banks, and America
A thesis that a bond market break could sink regional banks, force a new digital dollar worth 70 cents, and split America apart.
Markets Steady After Fed as Oil Slides and Buffett Exits Berkshire Chair
Oil falls 4% on hopes of Saudi supply resolution, the BOJ hikes to a 31-year high, and Warren Buffett steps down as Berkshire chairman.
Fed's 2% Inflation Target Is Dead in the Age of AI Capital Wars
Why the Fed's 2% inflation goal may be mathematically impossible amid AI capex, plus outlooks on rates, tech, gold, and energy.
Fed Rate Hike, Falling Crude, and Iran Talks Lift a Coiled Market
A unanimous Fed hike, crude oil back below $100, and Iran talks release built-up market pressure as stocks rally and data softens.
Why the Fed Hiked Rates and How Energy Shocks Keep Prices High
The FOMC's unanimous rate hike, why energy-driven inflation will persist, and how to position portfolios for margin pressure and a K-shaped economy.
Fed Delivers First Rate Hike Since 2023 in Rare Unanimous Vote
The Fed raised rates 25 basis points to 3.75-4.0% in a unanimous vote, its first hike since July 2023, with more expected.
Fed Rate Decision in Focus: Hawkish Hike or Dovish Hold, Plus Oil, China, and Intel
A rate hike is nearly certain today; the market watches whether the Fed's tone reads hawkish or dovish amid oil, China, and Intel news.
The Global Monetary Reset: Why Gold, Platinum, and Hard Money Are Coming Back
Gold's jump from $2,000 to $5,500 signals dollar debasement, and central bank gold buying points to a coming monetary reset.
Crude at $100 and 5% Yields Squeeze Stocks as Central Banks Turn to Rate Hikes
$100 oil and a 5% 10-year yield pressure US stocks while the Fed, BOJ and ECB shift toward rate hikes and tech splits.
Fed Rate Hike Looms as Nvidia's CEO Rejects an AI Slowdown
A likely Fed rate hike, high oil and bond yields, and Nvidia's push to keep AI moving fast against China shape a tense market.
Why Oil Above $100 Won't Ease Soon: Supply Crunch, Pipelines, and Geopolitics
Oil sits at $101-105 amid a supply crunch, pipeline outages, and diesel shortages, with 110 more likely than 90 near term.