An unwinnable standoff at Hormuz
• https://asiatimes.com, by Leon HadarNeither side can win outright, and neither can afford to stop a conflict that holds the global economy hostage
Contents Pages by Subject
Economy - International
Japan's Parliament Reclassifies Bitcoin and Crypto as Financial Assets Under FIEA
• https://www.naturalnews.com, Sterling AshworthJapan's parliament passed an amendment on Wednesday that reclassifies cryptocurrency as a "financial asset," a shift that pulls bitcoin and other digital assets out of the country's payments regime and into the framework that governs stocks,
#661: The Year of the Fire Horse | Catherine Austin Fitts
• Activist PostEvery 60 years, the Chinese Zodiac delivers the Fire Horse, a period characterized by risk-taking, ambition, massive changes, and intense energy. An important period for those with the eyes to see what is happening to the systems, and the capital to
Futures Tumble As Latest Chinese "DeepSeek Moment" Sparks Chip Meltdown
• https://www.zerohedge.com, by Tyler DurdenA surprise breakthrough from Chinese AI startup Moonshot (which is now at the top of the Frontend code benchmark on Arena) rumbled through global markets...
Power of Siberia 2 deadlock belies Russia-China 'no-limits' pact
• https://asiatimes.com, by Jeff PaoBattered by drones and sanctions, Russia turns to China for a gas deal but faces steep demands
BREAKING: USA LOSES Payment System Leverage in Europe -- "Pay by Bank" Button SHOCKS...
• https://www.linkedin.com, Vincentius Liong/LeongBREAKING: USA LOSES Payment System Leverage in Europe -- "Pay by Bank" Button SHOCKS Visa & Mastercard, 72% FEES VANISH
Striking chart from the Chinese real estate market, showing that prices have collapsed...
• By Charles-Henry Monchau, CFA, CMT, CAIAStriking chart from the Chinese real estate market, showing that prices have collapsed to multi-decade lows.
Visualizing Europe's Soaring Youth Unemployment
• https://www.zerohedge.com, by Tyler DurdenBreaking into the workforce looks very different depending on where you live in Europe.
The Japanese Yen is at its lowest level since 1986 against the US Dollar, losing 54% of its value...
• By Charles-Henry Monchau, CFA, CMT, CAIAThe Japanese Yen is at its lowest level since 1986 against the US Dollar, losing 54% of its value from the 2011 peak.
China's gold buying just went parabolic.
• https://www.linkedin.com, Aman TalwarLook at the monthly acceleration:
Iran war 2.0 slams Asia back into the blast zone
• https://asiatimes.com, by William PesekCeasefire's collapse already battering Asia's fragile economies with surging oil, falling currencies and zero clarity on when it all ends
Gold and the Yuan Now Under One Roof
• https://www.zerohedge.com, by Tyler DurdenHong Kong unveiled a sweeping expansion of its precious-metals infrastructure alongside new offshore yuan initiatives...
Foreign debt demand is no longer keeping up with America's growing debt:
• https://www.linkedin.com, The Kobeissi LetterForeign official holdings of US Treasuries are down to 12.5% of total Treasuries outstanding, the lowest this century. This percentage has declined -24 points since the 2009 peak.
Trump Tells Bessent To Halt US Trade With Spain, Calls Madrid A "Wasted Cause"
• https://www.zerohedge.com, by Tyler DurdenDuring a NATO summit in Ankara, President Trump instructed Treasury Secretary Scott Bessent to cut off trade with Spain over defense spending.
Hong Kong Just Launched a Gold System That Could REPRICE Gold
• https://www.zerohedge.com, by ITM TradingHong Kong's exchange launched a gold clearing and settlement system built to break the paper monopoly New York and London have milked for years. It runs on its own blockchain.
Japan's Keynesian Mirage: How Debt, Inflation, & A Collapsing Yen Expose A Failed Model
• https://www.zerohedge.com, by Daniel LacalleJapan's yen crisis exposes the long?running failure of the Keynesian strategy that has dominated the country's economic policy: chronic deficits, exploding public debt, and engineered inflation are now eroding Japan's purchasing power, compet
Russia's Oil Windfall Vanishes As Urals Crashes To $42 A Barrel
• https://www.zerohedge.com, By Charles KennedyRussian crude oil prices have fallen back to where they were before the Middle East war, with its flagship Urals averaging just $41.66 a barrel during the first three days of July.
French Bond Yields Rise After Le Pen Cleared To Run In 2027 Presidential Election
• https://www.zerohedge.com, by Tyler DurdenMarine Le Pen can enter the race to become France's next president after judges confirmed her embezzlement conviction on appeal but handed her a reprieve on an election ban.
Why Are Millionaires Leaving the UK?
• https://fee.org, Mani BasharzadThe government is taxing them out.
Citi Expects Oil To Sink To $60 As Hormuz Traffic Normalizes
• https://www.zerohedge.com, by Tyler DurdenBrent Crude prices could plunge to as low as $60 per barrel by the end of the year, according to the latest note from Citi's commodity research team which expects flows through the Strait of Hormuz to soon normalize and the US and Iran to reach a dea
Saudi Arabia Sells Oil At A Discount For The First Time Since COVID Crash...
• https://www.zerohedge.com, by Tyler DurdenSaudi Arabia Sells Oil At A Discount For The First Time Since COVID Crash, As China Demand Collapses
China's housing market free-falls as buyers wait for floor prices
• https://asiatimes.com, by Jeff PaoProperty investment, new construction and completions all fall sharply as developers face sluggish sales
I've rarely seen a divergence this violent. Foreign investors are dumping Korean stocks...
• Linkedin...at a record pace, and retail is buying nearly every share they sell.
Global equity markets have never been this concentrated:
• LinkedinThe average market cap of the top 20 stocks in the MSCI All-Country World Index (ACWI) is now 60 times larger than the average stock among the remaining ~2,500 constituents.
U.S. Declines to Renew Trade Pact with Mexico and Canada
• https://www.breitbart.com, Sean MoranThe Trump administration on Wednesday declined to renew its trade pact with Mexico and Canada, more formally known as the United States-Mexico-Canada Agreement (USMCA).
Winning: Trump persuades The World Bank to drop its huge spending target on "climate"
• https://joannenova.com.au, By Jo NovaEach year the World Bank hands out about $120 billion dollars in grants and loans to poor and middle income countries.
The Love of Lithium
• https://fee.org, Sascha HannigThe new strategic frontline for liberal democracies.
South Korea's currency just hit its weakest level since the 2008 financial crisis.
• https://www.linkedin.com, Richard KeskkülaThe Korean won has fallen 7.5% against the U.S. dollar in just two months.
Crypto industry looks to stablecoins and DeFi revisions in MiCA 2.0
• https://www.activistpost.com, Aaron WoodThe European Commission is seeking comment on how it can tweak MiCA, its regulatory framework for the crypto and blockchain industries.
This Is What Happens If Fort Knox Gets Audited | Alasdair Macleod & Michelle Makori (Pt 2/2)
• https://www.youtube.com, Miles Franklin MediaPart 2 of 2: Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, sits down with economist, monetary historian, and precious metals expert Alasdair Macleod to discuss what he believes could be the biggest threats facing the global fi
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