weekly review
▪️ Vance Came Home Empty-Handed and Now the Navy Is in the Strait
Peace talks collapsed in Islamabad over the weekend. Oil is spiking. Gold held every dollar it gained. Here is what happened.
Marcus Grant
weekly review
▪️ Wall Street Snapped Five Weeks of Losses While Gold Touched $4,800
The S&P 500 posted its first winning week since the war began, but Trump's address promised two more weeks of strikes.
weekly review
▪️ Five Straight Weeks of Losses Proved What Actually Holds Weight
The Fed held rates, Iran rejected peace, and oil topped $112, but gold tested its floor and came back stronger.
weekly review
▪️ The Fed Held Rates, but the Pressure Kept Rising
This week was about one thing: the system is getting more expensive to run.
weekly review
▪️ Oil Took Control
A hotter oil market, weaker confidence, and fresh cracks in credit changed the frame.
weekly review
▪️ America Just Got a Stagflation Warning
The jobs number, the oil price, and the tariff wall landed together. That combination has a name.
weekly review
▪️ Gold Breaks On War
Gold punched through $5,300 as US–Iran tensions spiked and Nvidia’s AI boom met market fatigue.
weekly review
▪️ Trump Tariffs, Fed Split
A court ruling rewired trade policy, and bullion stayed rigid.
▪️ CPI Miss, Gold Rebounds
Gold reclaimed the $5,000 zone as inflation cools and the Fed‐cut narrative strengthens.
▪️ Jobs Miss & The $4,800 Floor
Gold stabilized after the crash, Google delivered $113B in revenue, and the jobs report missed estimates by a mile.
weekly review
Metals Rally, Then Crash
Gold hit $5,600 before collapsing 12% in one session as leverage unwound and the Fed stayed put.