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. 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.
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?
by sand_puppy 
