30 Jul 2025
Sector dominance has persisted for long periods of time. Deep history from Goldman Sachs via @CallumThomas
Source: Mark Ungewitter @mark_ungewitter on X
30 Jul 2025
The US has got the softest inflation surprises on Earth...
Could this influence the FOMC tomorrow??? Source: Andreas Steno Larsen @AndreasSteno, Macrobond
30 Jul 2025
‼️Physical silver market is getting TIGHT
1-month silver lease rates, the cost to borrow silver short-term, spiked above 6%. It’s normally close to 0% because physical silver is usually abundant and easy to borrow. Source: Bloomberg, Global Markets Investor
30 Jul 2025
June JOLTS job openings rate (white) down to 4.4% vs. 4.6% prior ... quits rate (blue) unchanged at 2%
Source: Bloomberg, Kevin Gordon
30 Jul 2025
The IMF has upgraded its global growth forecast amid signs that Donald Trump’s trade war will do less damage to the world economy than initially feared, helped by a weaker US dollar
Source: FT
30 Jul 2025
It is hard to see gold and other store of values as a bad long-term investment with Money Supply exploding all across the world!
Source: Andrea Lisi
29 Jul 2025
It's a race to the first major fib extension.
Who's tagging it first? $SPY | $QQQ
29 Jul 2025
Less than 50% of european equities sectors are reporting positive YoY EPS growth
Source: MacroMicro
