⛏ Fiscal QE Fuels Metals Rush

Fiscal QE Fuels Metals Rush
U.S. markets face hidden fragility as record short-term Treasury issuance injects temporary liquidity, masking job losses and stretched valuations. Central banks continue buying gold at historically high levels, while COMEX silver withdrawals shatter records. Rising delivery requests point to tightening physical markets and mounting pressure on the link between paper and metal. Read on »

Tariffs Send Gold Futures Spiking
COMEX gold futures hit record highs after reports of unexpected U.S. tariffs on imported gold bars, sending the futures-spot spread over $100. While futures spiked, London spot prices remain rangebound since April, reinforcing their role as the most reliable benchmark for gold’s true value amid market dislocation. Read on »

Corporate Treasuries Shift From T-Bills to Bitcoin Growth
Corporate treasuries stuck in low-yield T-Bills are falling behind investor expectations and big tech growth. A new trend is emerging: shifting reserves into Bitcoin, whose historic returns dwarf traditional cash equivalents. For underperforming S&P 500 firms, this could be a survival strategy — turning dead cash into a growth driver. Read on »

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