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There is a paradigm shirt on Sovereign bonds market. Forget US Treasuries, Chinese bonds are the new safe-haven trade. Since the start of the war, foreigners have:
And this has nothing to do with China paying higher yields…- US 10-year yield: 4.4% - China 10-year yield: 1.8%
The greenback rose 2.2% as a safe-haven after coordinated US and Israel attacks on Iran, notable after last year's 8% dollar decline.
Iran conflict disrupts global aluminium supply: Gulf output (~6.2 Mt) and Emirates Global Aluminium’s Al Taweelah smelter hit, prices up 10% amid low inventories.
Herculis Gold Coin (XAUH): a token 1:1 backed by 999.9 Swiss-stored gold, redeemable and tradeable; buy via Telegram wallet or xauh.gold.
