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10.07.2025 11:30
The Fed and Panic Optimism
The American financial community is divided into three camps regarding interest rate adjustments: • No rate cuts in the current year. • Rates will be cut, but not now (timing uncertain). • A rate cut at the next meeting. The most probable and reasonable scenario is a single rate cut before the...
09.07.2025 11:30
Copper at the Price of Gold
Comex futures rose 17% immediately (to $5.8955), a record since the contract was launched in 1988. As a result, on July 8, the premium relative to similar futures in London increased to an incredible 25% (over $2000). Recall: Australia is one of the largest exporters of copper. The rise in price...
08.07.2025 11:30
What’s Going On with Gold?
Geopolitical instability — including US-China trade wars and tensions in the Middle East — increases demand for gold as a safe-haven asset. Gold prices have been rising steadily since the beginning of the year, supported by consistent demand from global central banks and inflows into safe-haven ass...
07.07.2025 11:30
Trump and Tariff Letters: The Series Continues
Of course, the starring role in this show of grateful viewers went to American voters. The problem is that so far, apart from beautiful statements, preliminary negotiations, and other empty noise, nothing significant has happened. In fact, there are only partial agreements with Vietnam, the UK, and...
04.07.2025 11:30
Trump inspires the crypto market
Bitcoin received a boost of optimism from increased risk appetite after the US and Vietnam announced a trade deal. Officials from Trump's team said that a deal with India is close to being finalized, but negotiations with Japan and South Korea appear to have stalled. This information should not be t...
03.07.2025 11:30
Scandalous NonFarm Payrolls Could Break the Dollar
The positive driver was not only the interest in Apple, Nvidia, and Tesla, but also a shift in trade relations between the US and Vietnam. The US agreed to impose 20% tariffs on some Vietnamese imports, which unexpectedly boosted optimism. But only briefly. July 9 is just around the corner, and the...
20.06.2025 09:00
The amount of BTC owned by companies has increased
More than 130 publicly traded corporations currently own more than 3.2% of BTC worth $87 billion, and that's not including mining companies. The marketing of such businesses is most often not related to cryptocurrencies, but copies the accumulation strategy that has led to a significant increase in ...
01.03.2021 12:00
Time for threats and updates
Let's start with the political events that shocked dollar. First, market reacted to an airstrike by the US Air Force on targets of Syrian armed groups supported by Iran (according to Pentagon). Officially, this action (of deaths from 17 to 27 people) was a response to repeated attacks by militants ...
22.02.2021 12:00
Modern Apocalypse shifts priorities
The opening of the week is strongly linked to market hopes for a quick economic recovery as some countries begin lifting quarantine measures. Most isolation measures have already been lifted in Israel, today Johnson will announce a roadmap to lift quarantine measures in Britain. Let's break with t...
15.02.2021 12:00
Markets are tired of disasters, but peace is unlikely
US Senate did not want to save the budget on pensions, security and other benefits for the 45th president: only 57 senators supported Trump's second impeachment, and 67 votes were needed to approve the decision. Summons and interrogations of additional witnesses would take more than one day, so we d...