Iran War Effect Marks the Resetting of World Geo-politics

The BoJ And The Fed Just Made Gold Obvious Authored by Matthew Piepenburg via VonGreyerz.gold, Between the market’s reaction to Warsh’s recent no-rate-hike announcement and the current disaster unfolding with the Japanese yen, the set-up for near-term “Uh-Oh” in stocks and bonds in general–and the longer-term wisdom in precious metals in particular– couldn’t be more obvious. Stick to the Essential Antoine de St. Exupery famously (and wisely) wrote that the “essential is invisible.” In philosophical matters pertaining to the art of living, this phrase has great depth. But in matters pertaining to market risk and...

UBS Finds Global Trade Structure "Surprisingly Stable" As AI Emerges As Growth Engine Despite ongoing Gulf-related energy shocks, mounting concerns over a potential energy cliff (read here), and UBS last month reactivating its supply chain stress-watch coverage, another UBS analyst noted Wednesday that the overall structure of global trade remains "surprisingly stable." Analyst Arend Kapteyn pointed out that the structure of global trade remains far more structurally stable than recent growth trends suggest, even as technology and AI-related categories have driven nearly 80% of recent trade growth while accounting for only...

As the war in the Middle East escalates to attacks on energy infrastructure, the White House is taking extensive measures to put downward pressure on oil prices.  Treasury Secretary Scott Bessent told Fox Business’s Maria Bartiromo on Thursday that the US had lifted some oil sanctions on Russia and could also remove some Iranian tankers […]