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Japan Bond Yields Are Surging — Is the Carry Trade at Risk Again?
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Financial World On Cusp Of Another Liquidity Trap? In early August 2024, the world’s financial markets were startled — like someone suddenly slamming a door in a quiet room. Stocks…
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Jobs Shock? 5 Things I Am Watching Today
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1. ADP Jobs Data: Tiny Estimate… Big Implications Tomorrow, we get the ADP Non-Farm Payroll report for the U.S. It’s unofficial and often very wrong compared to the official labour…
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Silver Getting Wild – 5 Things I Am Watching Today
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1. Global PMI Wave + A Messy Jobs Week Lots of PMI data came out from all over the world. In normal times, we’d get employment data for both the…
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Market Euphoria Is Rising — Why Investor Complacency Is the Real Risk Today
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Growing Investors Complacency…Not Good A recent Wall Street Journal story highlighted something we’re seeing more and more in financial markets these days: retail traders gathering like it’s a fan convention,…
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Tech Becoming A Sitcom – 5 Things I Am Watching Today
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1. Inflation, Retail, and Housing: The Data Dump We finally got U.S. PPI and Retail Sales for September (thanks to the shutdown delay). And don’t hold your breath for October—next…
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Why $91 Silver Isn’t Crazy—It’s Just the Ratio Talking
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Gold-to-Silver Ratio Flashing Green For Silver? If you’re tracking silver prices and wondering how far they can realistically go, there’s one classic tool you need in your back pocket: the…

