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Central banks

MacleodFinance: "I would not rule out the price of oil going up well over $200 a barrel"
16 arguments: Why he says a break above 5% on the 10-year bursts the bubble, what three European central banks have worked out about New York, and why…
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Qatar's central bank governor: 17% of the country's revenue has been wiped out
6 numbers: What the attack on the LNG facility costs in repair time, why GDP fell 7% while the rest of the economy grew, and why the government has not…
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HSBC gold analyst: central banks' gold is now worth more than their Treasuries
8 takeaways: Why gold sold off after the strike on Iran instead of rallying with oil, what 20 years of central bank selling explains, and the price he…
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Standard Chartered's allocation head: 5% is capital scarcity, not a fiscal story
5 calls: Why AI capital spending of $260B in 2024 becomes $1.2T by 2027, where on the bond curve he still wants to be, and the case for gold as…
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Marketplace: the 9 biggest tech firms have nearly $3T of debt off the books
7 takeaways: Why central banks are all turning hawkish at once, how buy-now-pay-later balances cost one buyer a mortgage, and the record diesel price…
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Brett Heath: central banks now hold more gold than Treasuries, for the first time ever
11 takeaways: Why hedge funds now set the price of US debt, his $4,000 floor for gold, and why he says copper — not chips — is AI's real bottleneck
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