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LATEST EDITIONS

The Fall Edition: Central Banks Hoard Gold Over Treasuries

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Sep 19, 2025

A History of The Jackson Hole Economic Symposium

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Aug 22, 2025

Rising Sun, Rising Yen

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Aug 15, 2025

Monetary Policy With a Straight Face

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Jul 25, 2025

Catastrophe Bonds and Inclement Weather

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Jul 18, 2025

Swiss Central Bank On The Deflation Fight

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Jul 11, 2025

OPEC+ at Risk Amid Rising U.S.-Iran Tensions?

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Jun 20, 2025

Oil Titans Clash in Guyana for $1 Trillion in Reserves

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May 30, 2025

Is War Reshaping The Demand for Metals?

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May 16, 2025

How the British Pound Reacted to the BoE’s Rate Cut

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May 9, 2025

Is Fed Independence In Question?

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Apr 26, 2025

The Tariff Commodity Shake-Up

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Apr 11, 2025

The New Bank of England Stress Test (Part 2)

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Mar 31, 2025

The New Bank of England Stress Test (Part 1)

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Mar 28, 2025

Euro’s New Battlefield: Defense Spending & FX Shifts

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Mar 21, 2025

Congolese Commodity Crises

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Mar 15, 2025


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The Tariff Commodity Shake-Up

The Tariff Commodity Shake-Up

Reciprocal Trade Barriers Slam Global Supply Chains and Raw Material Prices

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Apr 11, 2025

The Surge in U.S. Gold Premiums

The Surge in U.S. Gold Premiums

The Rise in COMEX Futures Premium Over London Spot Prices

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Feb 7, 2025

Easing from The People’s Bank of China

Easing from The People’s Bank of China

Chinese Bond Yields Hit 22-Year Lows: What Comes Next?

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Dec 13, 2024

Japanese Yen Carry Trade

Japanese Yen Carry Trade

Math, History and Recent Developments

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Aug 30, 2024


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SPECIAL EDITIONS

The Midweek: Australia’s Central Bank Pivots to Easing

The Midweek: Australia’s Central Bank Pivots to Easing

RBA Marks its First Rate Cut in Four Years

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Feb 26, 2025

The Midweek: Commodification of AI

The Midweek: Commodification of AI

DeepSeek AI and The Race to The Bottom

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Jan 30, 2025

The Holiday Edition🎄

The Holiday Edition🎄

The Top Financial Headlines of 2024

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Dec 20, 2024

The Post U.S. Election Edition

The Post U.S. Election Edition

The Major Headline Roundup

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Nov 8, 2024

Tracking Error in Oil Investments

Tracking Error in Oil Investments

Oil investing vehicles do a poor job of tracking spot oil over long periods, why is that?

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Sep 6, 2024


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ARCHIVE

Mapping the Broken BHP and Anglo American Deal

Mapping the Broken BHP and Anglo American Deal

Will Another Bid be tendered to form a copper giant?

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Dec 6, 2024

Tariffs and Exchange Rates

Tariffs and Exchange Rates

Can Exchange Rates Counterbalance the Impact of Tariffs?

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Nov 29, 2024

Russia's Liquefied Natural Gas (LNG) Dark Fleet

Russia's Liquefied Natural Gas (LNG) Dark Fleet

Is Moscow Expanding its Dark Fleet for LNG?

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Oct 11, 2024

Another Repo Crisis on The Horizon?

Another Repo Crisis on The Horizon?

The Implications of a Potential Repo Crisis and Central Bank Involvement

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Oct 18, 2024

Is a BRICS Currency in the Works? (Part 1)

Is a BRICS Currency in the Works? (Part 1)

How a basket-based reference currency could impact the Dollar

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Sep 27, 2024

Nominal GDP Targeting and Central Banks

Nominal GDP Targeting and Central Banks

The Case for a Policy Framework and Futures Markets

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Sep 20, 2024

Argentina’s Dry Weather

Argentina’s Dry Weather

How Drought is Shaping Soybean and Corn Markets

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Jan 17, 2025

Euro’s New Battlefield: Defense Spending & FX Shifts

Euro’s New Battlefield: Defense Spending & FX Shifts

How Europe’s Military Complex is Impacting The Euro

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Mar 21, 2025

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