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21.08.26 - 01:21
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"Get Long And Buckle Up": Jeff Currie Says Commodity Bull Market Entering Next Leg (ZeroHedge)
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"Get Long And Buckle Up": Jeff Currie Says Commodity Bull Market Entering Next Leg
The breadth of the commodity advance is becoming increasingly difficult to ignore.
Quantix Commodity Index
Diesel crack spreads have surged above $100, copper is trading above $14,000 a ton in London, gold and silver are accelerating amid US Treasury market intervention, and the Bloomberg Agriculture Spot Index is surging higher. At the same time, the dollar weakened sharply following Treasury Secretary Scott Bessent's intervention this week, providing an additional tailwind to the commodity complex.
According to veteran commodities strategist Jeff Currie, the convergence of tight physical markets, currency debasement, and policy intervention represents the hallmark of a structural commodity bull cycle.
Currie, the former Goldman Sachs commodities chief and now co-chair of Abaxx Markets, wrote in a ten-post thread on X that commodities are the clear winners as physical bottlenecks materialize around t...
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19.08.26 - 23:42
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Mark Walter Scrambles for Deals, Shein Readies IPO | Bloomberg Deals 8/19/2026 (Bloomberg)
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A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Matt McClure, Goldman Sachs Global Co-Head of Investment Banking, Desiree Carlo, Senior Vice President, Client Services at Laurel Hill, Christian Nagler, Parter at Kirkland & Ellis, Betsy Cohen, Chairman and Co-Founder at Cohen Circle, and A.J. Rhode, Thoma Bravo Senior Partner. (Source: Bloomberg)...
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19.08.26 - 19:30
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Ripple Borrows $275 Million at 8.25% to Take On Goldman Sachs. Can It Win? (24/7 Wall St.)
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Ripple (CRYPTO:XRP) closed its first debt offering on August 18, with an upsized $275 million private placement of senior unsecured notes issued through its prime brokerage arm, Ripple Prime. The notes mature in 2031 and pay an 8.25% coupon, and KBRA rated them BBB, which makes them investment grade. The investment bank Piper Sandler led ... Ripple Borrows $275 Million at 8.25% to Take On Goldman Sachs. Can It Win?...
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