Dollar Bullish Reversal, Crude Backwardation, and Trauma as Control PREVIEW Consumer Economy Retail Sales (RSAFS) $0.72T +4.6B (+0.63% m/m) Industrial Production (INDPRO) 104.0 +0.35 (+0.33% m/m) Producer Prices (PPIACO); 260.2 +1.68 (+0.65% m/m) Retail Sales (a dollar amount) rose 7.56% annualized – a nice move, maybe even keeping up with inflation, but not a new all-time high due to the big contraction (-6.2B) that happened… Dollar Bullish Reversal, Crude Backwardation, and Trauma as Control PREVIEW Consumer Economy Retail Sales (RSAFS) $0.72T +4.6B (+0.63% m/m) Industrial Production (INDPRO) 104.0 +0.35 (+0.33% m/m) Producer Prices (PPIACO); 260.2 +1.68 (+0.65% m/m) Retail Sales (a dollar amount) rose 7.56% annualized – a nice move, maybe even keeping up with inflation, but not a new all-time high due to the big contraction (-6.2B) that happened…
Silver Breakout, Copper All-Time High, and Nixon 2.0: Metals Rally Amid Political Peril PREVIEW Silver surges to 14-year highs, copper hits all-time peaks amid economic turmoil, while Trump risks a Nixon 2.0 scandal. Silver Breakout, Copper All-Time High, and Nixon 2.0: Metals Rally Amid Political Peril PREVIEW Silver surges to 14-year highs, copper hits all-time peaks amid economic turmoil, while Trump risks a Nixon 2.0 scandal.
Deportations + Disability = Full-Time Jobs, No-Recession (Yet), and Makes SPX New Highs PREVIEW The pace of disclosures is picking up. What’s not on the card yet? I strongly suspect we have more Disclosure ahead. Meanwhile, the markets remain in risk-on mode but with very mixed signals beneath. Deportations + Disability = Full-Time Jobs, No-Recession (Yet), and Makes SPX New Highs PREVIEW The pace of disclosures is picking up. What’s not on the card yet? I strongly suspect we have more Disclosure ahead. Meanwhile, the markets remain in risk-on mode but with very mixed signals beneath.
Housing Slowdown, Gold Correction, Your Brain on ChatGPT PREVIEW How much “internet content” is being produced by AI? College students, high school students – will writing even be a thing 10 years from now? The trend towards stupidity seems pretty clear – with the spike (DeathVax and/or the virus) that makes us more stupid, and now … Your Brain on ChatGPT. Is it a bug – or a feature?` Housing Slowdown, Gold Correction, Your Brain on ChatGPT PREVIEW How much “internet content” is being produced by AI? College students, high school students – will writing even be a thing 10 years from now? The trend towards stupidity seems pretty clear – with the spike (DeathVax and/or the virus) that makes us more stupid, and now … Your Brain on ChatGPT. Is it a bug – or a feature?`
Iran Bombed, What’s Next for the Markets? PREVIEW Will this be ‘the summer of emergence?’ If so, pretty much everything will change, perhaps irreparably. Iran Bombed, What’s Next for the Markets? PREVIEW Will this be ‘the summer of emergence?’ If so, pretty much everything will change, perhaps irreparably.
Gold, Currency-Confetti, Crude Spike, and Stagflation PREVIEW We live in interesting times, the “melee” has arrived, and let’s all say a silent prayer for the oil shorts who probably are spending their weekend pondering their life choices. Gold, Currency-Confetti, Crude Spike, and Stagflation PREVIEW We live in interesting times, the “melee” has arrived, and let’s all say a silent prayer for the oil shorts who probably are spending their weekend pondering their life choices.
Disabilities Surge, Gold Shorts Vanish: Has Recession Arrived? PREVIEW Soaring disabilities, gold’s steady rise, and China’s deflation hint at trouble beneath the surface. Disabilities Surge, Gold Shorts Vanish: Has Recession Arrived? PREVIEW Soaring disabilities, gold’s steady rise, and China’s deflation hint at trouble beneath the surface.
Treasuries, Bitcoin, Gold Signal ‘Risk-On’ Momentum Fading PREVIEW This week’s economic indicators show mixed signals: personal income up, auto sales and durable goods down, GDP growth questioned. Financial markets display cautious optimism with treasury yields falling, equities rallying, and gold hinting at a low. Treasuries, Bitcoin, Gold Signal ‘Risk-On’ Momentum Fading PREVIEW This week’s economic indicators show mixed signals: personal income up, auto sales and durable goods down, GDP growth questioned. Financial markets display cautious optimism with treasury yields falling, equities rallying, and gold hinting at a low.
Big Bloated Bill, Bonds, and Shaken Confidence PREVIEW The Big Beautiful Bloated Bill dampens economic confidence, with high 6.86% mortgage rates stifling housing demand. Sluggish bank credit growth signals deflationary pressures, challenging the consumer economy’s resilience. Big Bloated Bill, Bonds, and Shaken Confidence PREVIEW The Big Beautiful Bloated Bill dampens economic confidence, with high 6.86% mortgage rates stifling housing demand. Sluggish bank credit growth signals deflationary pressures, challenging the consumer economy’s resilience.
Whispers of Economic Contraction, And Bonds Are For Dough PREVIEW Economic indicators show contraction; PPI, Retail Sales, Industrial Production flat. Gold, silver, and copper decline; equities and junk bonds rise. Meanwhile Middle East peace talks progress which could upend Bibi’s plans for the region. Whispers of Economic Contraction, And Bonds Are For Dough PREVIEW Economic indicators show contraction; PPI, Retail Sales, Industrial Production flat. Gold, silver, and copper decline; equities and junk bonds rise. Meanwhile Middle East peace talks progress which could upend Bibi’s plans for the region.
by hgrootveldgmail-com 
