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Image | Miners Smashed, Japan Intervenes on JPY, and the Energy-Recession Link
Miners Smashed, Japan Intervenes on JPY, and the Energy-Recession Link
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by davefairtex

Auto sales rebounded while bank credit contracted and JPY surged on BOJ intervention. Gold dipped, gasoline soared to 4-year highs, and equities hit new records amid mixed recession signals.
Miners Smashed, Japan Intervenes on JPY, and the Energy-Recession Link
 PREVIEW by davefairtex

Auto sales rebounded while bank credit contracted and JPY surged on BOJ intervention. Gold dipped, gasoline soared to 4-year highs, and equities hit new records amid mixed recession signals.
Image | Booming CPI, Stagnant GDP, and Private Credit Warnings: A Partial Risk-On Rally in a Stagflationary Mix
Booming CPI, Stagnant GDP, and Private Credit Warnings: A Partial Risk-On Rally in a Stagflationary Mix
 PREVIEW
by davefairtex

Hot CPI spikes while GDP stalls and personal income falls. Private credit cracks as markets stage a partial risk-on rally in a stagflationary mess.
Booming CPI, Stagnant GDP, and Private Credit Warnings: A Partial Risk-On Rally in a Stagflationary Mix
 PREVIEW by davefairtex

Hot CPI spikes while GDP stalls and personal income falls. Private credit cracks as markets stage a partial risk-on rally in a stagflationary mess.
Image | Dollar and Miners Rally as Stocks Slide: Is April 2026 Shaping Up Like March 2020?
Dollar and Miners Rally as Stocks Slide: Is April 2026 Shaping Up Like March 2020?
 PREVIEW
by davefairtex

Dollar and gold miners are rallying hard while stocks slide. Is April 2026 shaping up as a repeat of March 2020? Key signals point to trouble ahead.
Dollar and Miners Rally as Stocks Slide: Is April 2026 Shaping Up Like March 2020?
 PREVIEW by davefairtex

Dollar and gold miners are rallying hard while stocks slide. Is April 2026 shaping up as a repeat of March 2020? Key signals point to trouble ahead.
Image | Long Bonds Surge as Financials Crater: Recession Warning and/or AI Implosion Brewing?
Long Bonds Surge as Financials Crater: Recession Warning and/or AI Implosion Brewing?
 PREVIEW
by davefairtex

Long bonds surged as financials cratered this week, with TLT up sharply amid risk-off flows. Is this a classic recession warning, an AI debt implosion brewing, or both?
Long Bonds Surge as Financials Crater: Recession Warning and/or AI Implosion Brewing?
 PREVIEW by davefairtex

Long bonds surged as financials cratered this week, with TLT up sharply amid risk-off flows. Is this a classic recession warning, an AI debt implosion brewing, or both?
Image | Record Highs in Gold, Silver & Platinum as USD Plunges to 4-Month Low
Record Highs in Gold, Silver & Platinum as USD Plunges to 4-Month Low
 PREVIEW
by davefairtex

Gold, silver, and platinum smash through to new all-time highs in a spectacular rally, while the US dollar plunges to a 4-month low, turning to confetti amid massive market shifts.
Record Highs in Gold, Silver & Platinum as USD Plunges to 4-Month Low
 PREVIEW by davefairtex

Gold, silver, and platinum smash through to new all-time highs in a spectacular rally, while the US dollar plunges to a 4-month low, turning to confetti amid massive market shifts.
Image | Metals Reversal and Renewed Money Printing: Trouble Ahead in 2026?
Metals Reversal and Renewed Money Printing: Trouble Ahead in 2026?
 PREVIEW
by davefairtex

Precious metals crashed amid margin hikes as the Fed’s balance sheet surged $59B—echoing 2019’s mysterious money printing. Is this the marker for trouble brewing in 2026?
Metals Reversal and Renewed Money Printing: Trouble Ahead in 2026?
 PREVIEW by davefairtex

Precious metals crashed amid margin hikes as the Fed’s balance sheet surged $59B—echoing 2019’s mysterious money printing. Is this the marker for trouble brewing in 2026?
Image | Risk Assets Crack Despite no Data Disaster – Did AI Pop it’s Own Bubble?
Risk Assets Crack Despite no Data Disaster – Did AI Pop it’s Own Bubble?
 PREVIEW
by davefairtex

Risk assets cracked hard while macro data stayed clean, but did AI itself just expose and pop the NVIDIA bubble? The correction deepens.
Risk Assets Crack Despite no Data Disaster – Did AI Pop it’s Own Bubble?
 PREVIEW by davefairtex

Risk assets cracked hard while macro data stayed clean, but did AI itself just expose and pop the NVIDIA bubble? The correction deepens.
Image | Bad Payrolls Friday, Gold/Miners New All-Time Highs, and Disability-Inflation
Bad Payrolls Friday, Gold/Miners New All-Time Highs, and Disability-Inflation
 PREVIEW
by davefairtex

The payrolls revisions were downright ugly. Did the BLS’s misdeed cause Powell to indeed be “too late?” Meanwhile, gold continues to power higher for some reason; what does gold know that we should know?
Bad Payrolls Friday, Gold/Miners New All-Time Highs, and Disability-Inflation
 PREVIEW by davefairtex

The payrolls revisions were downright ugly. Did the BLS’s misdeed cause Powell to indeed be “too late?” Meanwhile, gold continues to power higher for some reason; what does gold know that we should know?
Image | Stagflation Shadows, Miners Shine, and a Markets Theory of Everything
Stagflation Shadows, Miners Shine, and a Markets Theory of Everything
 PREVIEW
by davefairtex

Consumer Economy Retail Sales (RSAFS) $726B +3.7B (+0.51% m/m) Industrial Production (INDPRO) 104.0 -0.13 (-0.12% m/m) Producer Price Index (PPIACO) 262.5 +1.88 (+0.72% m/m) CPI All Urban (CPIAUCSL) 322.13 +0.63 (+0.20% m/m) Retail Sales rose 0.51% m/m (6% annualized), which is a new all-time high, but it is probably not keeping up with inflation. There…
Stagflation Shadows, Miners Shine, and a Markets Theory of Everything
 PREVIEW by davefairtex

Consumer Economy Retail Sales (RSAFS) $726B +3.7B (+0.51% m/m) Industrial Production (INDPRO) 104.0 -0.13 (-0.12% m/m) Producer Price Index (PPIACO) 262.5 +1.88 (+0.72% m/m) CPI All Urban (CPIAUCSL) 322.13 +0.63 (+0.20% m/m) Retail Sales rose 0.51% m/m (6% annualized), which is a new all-time high, but it is probably not keeping up with inflation. There…
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