The US dollar is on track for its worst performance in three decades
Resource stocks, emerging and other developed markets, and foreign currencies are beginning to perform well. Source: Crescat Capital, Bloomberg
Systematic US equity exposure remains low, according to data from Goldman Sachs, i,.e they will be forced buyers if the rally continues 🚀
Source: Markets & Mayhem @Mayhem4Markets on X, Goldman Sachs
Autonomous vehicle is a reality
Self-driving taxi company Waymo is now doing over 700,000 rides per month in California, up from fewer than 100,000 a year ago. Source: Charlie Bilello
Here we go...
Silver blasting by more than 5% for its best day in more than 1 year 📈📈 Source: Barchart
An intentional leak to give markets further hope?
Source: Adam Taggart @menlobear on X
Is it time for silver to shine?
If history is any guide: Gold makes the first move — then silver takes over. With the gold-to-silver ratio near 100, is yesterday's sharp move on Silver (up +5%) just the beginning? Source. Bloomberg, Crescat Capital
The Atlanta Fed was forced to adjust its entire tracker to exclude gold imports which were skewing GDP by 1.5%.
How long until the Atlanta Fed also excludes soaring physical gold EXPORTS TO Switzerland to reduce the surge in Q2 GDP??? Source: zerohedge
U.S. EXTENDS TARIFF PAUSE ON SOME CHINESE GOODS TO AUGUST 31
The U.S. government has extended its pause on some tariffs imposed on Chinese goods until August 31, 2025. This move comes during ongoing trade negotiations between the Donald Trump administration and several key global trading partners. #taco (Trump Always Chicken Out) #trade Source: Vincent Artman @geogvma
