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.
Tariff Triumph or Temporary Bounce? PREVIEW Tariff-driven market gains face scrutiny as rising bond yields, strong bank credit, and a bullish dollar hint at more upside, but economic risks linger. Tariff Triumph or Temporary Bounce? PREVIEW Tariff-driven market gains face scrutiny as rising bond yields, strong bank credit, and a bullish dollar hint at more upside, but economic risks linger.
China’s Gold Rush: ETF Inflows and Tariff Tensions Drive Prices PREVIEW China’s gold ETF inflows surged, driven by tariff fears, but prices dipped as trade talks progressed. Will gold ease further if U.S.-China tensions cool? China’s Gold Rush: ETF Inflows and Tariff Tensions Drive Prices PREVIEW China’s gold ETF inflows surged, driven by tariff fears, but prices dipped as trade talks progressed. Will gold ease further if U.S.-China tensions cool?
“Tariffs” Pulled Consumption Forward, Future Deflation On The Way(?), and Gold’s Reversal PREVIEW Tariffs spurred retail sales and durable goods orders, but future deflation looms as fraud cleanup and tariff reversal may crash consumption, prompting Fed rate cuts. “Tariffs” Pulled Consumption Forward, Future Deflation On The Way(?), and Gold’s Reversal PREVIEW Tariffs spurred retail sales and durable goods orders, but future deflation looms as fraud cleanup and tariff reversal may crash consumption, prompting Fed rate cuts.
New Highs for Gold and the Gold/Silver Ratio PREVIEW ECB slashes rates again, yet the Euro defies logic, climbing higher! Tariffs spark fears of a US economic nosedive. SPX teases a short-term rally, but long-term correction looms. Gold and silver? Potential near-term dip, but the bulls are charging! New Highs for Gold and the Gold/Silver Ratio PREVIEW ECB slashes rates again, yet the Euro defies logic, climbing higher! Tariffs spark fears of a US economic nosedive. SPX teases a short-term rally, but long-term correction looms. Gold and silver? Potential near-term dip, but the bulls are charging!
New Highs For Gold, Interest Rates Rise, But Maybe Deflation Ahead? PREVIEW The word of the day is “uncertainty.” Which may well lead to far more disruptions and dislocations in global markets. Gold is signaling that maybe something is really broken this time. Europe’s solution? Oh, the usual; go to war. New Highs For Gold, Interest Rates Rise, But Maybe Deflation Ahead? PREVIEW The word of the day is “uncertainty.” Which may well lead to far more disruptions and dislocations in global markets. Gold is signaling that maybe something is really broken this time. Europe’s solution? Oh, the usual; go to war.
Trump Crash and a Silver Smash PREVIEW This week’s report examines a volatile week where bank credit rose, rates dropped sharply, and metals like silver (-16.04%) and gold (-2.53%) plunged amid tariff-driven market turmoil. Trump Crash and a Silver Smash PREVIEW This week’s report examines a volatile week where bank credit rose, rates dropped sharply, and metals like silver (-16.04%) and gold (-2.53%) plunged amid tariff-driven market turmoil.