Macro Scene
Copper shortage looms as global demand set to surge
The world is heading towards a major copper shortage, with analysts projecting a deficit of around 10 million tonnes by 2040, roughly a third...
Copper Demand Is Racing Ahead of Supply, Warns Mining Billionaire Robert...
A short video shared by @TheGladiatorHC, founder of Phoenix Global and chief investment officer of Phoenix Fund, has pushed copper back into the centre...
Debt Bonanza or Fiscal Headache? US Treasuries Hit $654bn This Week
The United States government sold a huge batch of Treasury securities last week, auctioning a reported $654 billion of bills, notes and bonds as...
Markets Jolt as Geopolitics Rattle Bitcoin, Bonds, and Currencies
A sudden jolt rippled through global markets this week as geopolitics, debt, and leverage collided across assets that rarely misfire at the same moment.
Bitcoin...
Liquidity Rules the Market, But For How Long?
Michael Howell doesn’t sound like a man guessing his way through the fog. The founder of Crossborder Capital, often described as the “godfather of...
M2 vs Global Liquidity: Recession Signal or Market Lifeline?
Economic forecasts have never been short of contradictions, and the latest debate is no exception. Steve Hanke, a veteran economist from Johns Hopkins University,...
