More: Finance of Geopolitics
Europe Trades Two Oligarchs for a Three-Year Freeze as Washington Aims at Russia’s Oil Buyers: Who Wins, Who Pays?
TODAY'S NUMBERS
36 months (the EU's new Russia asset-freeze renewal cycle, up from six) · 100% (top US tariff on Russia's five biggest buyers) ·...
Treasuries Break 5% as the Fed Turns Hawkish: What Happens to the Dollar, Gold and America’s Borrowing Power?
TODAY'S NUMBERS
5.06% (US 10-year Treasury yield, highest since 2007) · 100.9 (Dollar index, seven-week high) · 1,000+ tonnes (China's gold imports, January–August)
The world is...
Beijing’s Two-Track Money Play: A Stronger Yuan for Washington, a Harder Line on Belt and Road Debt
Today's Numbers
$126.4bn (China's record H1 2026 Belt and Road engagement) · 8 (straight sessions of a stronger PBOC yuan fix, the longest streak since...
Trump’s Iran Opening Sinks Oil: What Markets Are Pricing In Before He Meets Xi
TODAY'S NUMBERS
$100.65 (Brent crude, -3.1%) · $4,355 (gold, per oz.) · 3.75%-4.00% (Fed funds rate)
Oil is pricing in Iranian de-escalation while gold barely moves —...
Why the Fed’s Hike Won’t Bring Gulf Money Back to Wall Street
TODAY'S NUMBERS:
3.75%–4.00% (Fed's new rate, first hike since 2023) · 100.07 (Dollar Index) · $127.08bn (Korea's 2026 portfolio outflow). The dollar's rebound is being...
Europe Reopens the Frozen-Assets Fight: Who Wins If Russia’s €210 Billion Finally Moves?
TODAY'S NUMBERS
$4,307 (gold, a record) · 4.99% (US 10-year Treasury yield, a 19-year high) · $104.59 (Brent crude, down for a second day). Record...
The Fed’s First Hike in Three Years: Why the Dollar and Gold Are Rising Together
TODAY'S NUMBERS: 5.00% (US 10-year Treasury yield, first close above that level since 2023) · 99.5 (Dollar Index, its highest in weeks) · $4,300...
China Tightens Capital Controls the Same Week It Calls the Yuan’s Rise “Irreversible”
TODAY'S NUMBERS: $126.4bn (BRI engagement, H1 2026, a record) · 3.1% (yuan's share of global payments, June 2026) · $50,000 (China's unchanged annual FX...
Trump’s Silence on Hormuz Is Now a Fed Problem: What Markets Are Pricing In This Week
TODAY'S NUMBERS: $108 (Brent crude) · 4.98% (US 10-year Treasury yield) · $4,330 (Gold) Oil is pricing a wider Gulf war, yields are pricing...
Institutional Money Is Rushing Into America. Central Banks Are Rushing Into Gold. Both Are Reading the Same Signal
TODAY'S NUMBERS:
4.94% (US 10-year Treasury yield, near a three-year high) · 289 tonnes (record Q2 central-bank gold buying) · $53.9bn (Gulf funds' record H1...