Weak Housing, Dollar Confetti & the Gold/Silver/Miner Surge – Confidence Cracks as Equities Correct PREVIEW Housing weakens as starts and pending sales drop, bank credit growth stalls, and the dollar turns to confetti. Gold, silver and miners surge hard while equities correct and confidence measures slip. Weak Housing, Dollar Confetti & the Gold/Silver/Miner Surge – Confidence Cracks as Equities Correct PREVIEW Housing weakens as starts and pending sales drop, bank credit growth stalls, and the dollar turns to confetti. Gold, silver and miners surge hard while equities correct and confidence measures slip.
“No Inflation” CPI Meets Screaming Heating Oil, Falling Retail Sales, and a Split Market PREVIEW Soft CPI and PPI met a near-10% surge in heating oil. Retail sales declined, long rates rose, TLT hit a 19-year low, and Nasdaq outperformed a falling Dow. “No Inflation” CPI Meets Screaming Heating Oil, Falling Retail Sales, and a Split Market PREVIEW Soft CPI and PPI met a near-10% surge in heating oil. Retail sales declined, long rates rose, TLT hit a 19-year low, and Nasdaq outperformed a falling Dow.
Weak Payrolls but Miners Scream Higher – Metals Follow as Paper Crude Declines PREVIEW Weak payrolls and heavy downward revisions arrived alongside a soft dollar, while miners and metals broke out strongly, equities hit new highs, and paper crude sold off sharply. Weak Payrolls but Miners Scream Higher – Metals Follow as Paper Crude Declines PREVIEW Weak payrolls and heavy downward revisions arrived alongside a soft dollar, while miners and metals broke out strongly, equities hit new highs, and paper crude sold off sharply.
No Fed Rate Hike: Long Bonds Lose, Short Bonds Win, and the Dollar Turns to Confetti PREVIEW Fed holds rates steady. Markets dump long bonds, pile into shorts, and send the dollar plunging into confetti. Stocks rally while inflation fears and curve steepening take center stage. No Fed Rate Hike: Long Bonds Lose, Short Bonds Win, and the Dollar Turns to Confetti PREVIEW Fed holds rates steady. Markets dump long bonds, pile into shorts, and send the dollar plunging into confetti. Stocks rally while inflation fears and curve steepening take center stage.
Big Crude Rally, Metals & Miners Climb as Treasuries and Equities Fall PREVIEW Crude oil surged 9% this week, its third straight weekly gain, while gold, silver, and miners advanced. Yields rose, TLT hit a multi-year low, the dollar strengthened, and stocks edged lower in a mild risk-off shift. Big Crude Rally, Metals & Miners Climb as Treasuries and Equities Fall PREVIEW Crude oil surged 9% this week, its third straight weekly gain, while gold, silver, and miners advanced. Yields rose, TLT hit a multi-year low, the dollar strengthened, and stocks edged lower in a mild risk-off shift.
Deflationary Signals Flash as CPI/PPI Decline, Equities Slide, and Metals Hit a Possible Low PREVIEW Retail spending weakens and CPI/PPI turn negative while bank credit growth slows. Equities retreat and metals sell off, yet early technical signals hint at a potential bottom. Deflationary Signals Flash as CPI/PPI Decline, Equities Slide, and Metals Hit a Possible Low PREVIEW Retail spending weakens and CPI/PPI turn negative while bank credit growth slows. Equities retreat and metals sell off, yet early technical signals hint at a potential bottom.
Heating Oil Rallies 11.6% as Bonds Sell Off for Second Week and Metals Turn Mixed PREVIEW Heating oil surges 11.6% while bonds decline for a second week amid rising rates. Metals end mixed with copper gaining and silver pulling back. Heating Oil Rallies 11.6% as Bonds Sell Off for Second Week and Metals Turn Mixed PREVIEW Heating oil surges 11.6% while bonds decline for a second week amid rising rates. Metals end mixed with copper gaining and silver pulling back.
Weak Payrolls, Record Disability, Booming Health Services, and a Potential Metals Low PREVIEW Weak payrolls missed expectations with big downward revisions, as record disability hits new highs and health services boom. Are metals signaling a low? Weak Payrolls, Record Disability, Booming Health Services, and a Potential Metals Low PREVIEW Weak payrolls missed expectations with big downward revisions, as record disability hits new highs and health services boom. Are metals signaling a low?
AI Props Up GDP (for Now) as Risk-Off Emerges: Dollar and Long Bonds Rally, Gold/Silver Ratio Spikes PREVIEW AI spending drives most US GDP growth, but classic risk-off signals dominate: Dollar and long bonds rally as risk assets, silver, and miners sell off while the Gold/Silver Ratio spikes. AI Props Up GDP (for Now) as Risk-Off Emerges: Dollar and Long Bonds Rally, Gold/Silver Ratio Spikes PREVIEW AI spending drives most US GDP growth, but classic risk-off signals dominate: Dollar and long bonds rally as risk assets, silver, and miners sell off while the Gold/Silver Ratio spikes.
Warsh Ignites Dollar Rally, Rate Hike Likely Coming, and Energy Prices Plunge (For Now)” PREVIEW Warsh ignites a powerful dollar rally as rate hike odds rise and energy prices plunge. Markets react sharply to the new Fed regime. Warsh Ignites Dollar Rally, Rate Hike Likely Coming, and Energy Prices Plunge (For Now)” PREVIEW Warsh ignites a powerful dollar rally as rate hike odds rise and energy prices plunge. Markets react sharply to the new Fed regime.