weekly review
▪️ The Treasury Made an Announcement Wednesday. Gold Noticed Immediately.
Wednesday alone carried a 4.15 percent move, the largest single session of the summer so far.
Susan Price
weekly review
▪️ Eight Ships Crossed Hormuz in a Day. Before the War It Was 130.
Americans spent $763.6 billion in July, and equities finished the week almost exactly where they started.
weekly review
▪️ The Fed's Case for September Just Weakened. Gold Moved First.
The labour force shrank by 264,000, which is the only reason the rate could fall at all.
weekly review
▪️ Inflation Has Been Above Target for Five Years. The Fed Just Blinked Twice.
The gap between two giants reporting in the same week is the real story of this earnings season.
weekly review
▪️ Lockheed's Order Book Hit $230 Billion. That Says More Than Any Forecast.
Traffic through the strait has collapsed to a fraction of pre-war levels, and every cargo still has to move somehow.
weekly review
▪️ Tesla and Alphabet Report This Week. The Chip Market Already Voted.
Nvidia fell 3.86% and Micron 13.31% before a single earnings call. Capital spending guidance lands this week.
weekly review
▪️ The Dollar Hit a 13-Month High. Your Whole Portfolio Just Repriced.
A move this big in the dollar resets the price of gold, stocks, and everything you hold.
weekly review
▪️ Inflation Just Broke 4%. Markets Still Rallied on the SpaceX Debut.
SpaceX opened at $150, closed at $161, raised $75 billion. The largest IPO in history landed at a $2.1 trillion market cap.
weekly review
▪️ The Nasdaq Just Had Its Worst Day Since April 2025. The CPI Drops Tomorrow.
May payrolls hit 172,000 against an 80,000 forecast. The S&P closed its first losing week in ten. CPI prints Wednesday.
weekly review
▪️ Dell Jumped 33% on AI Hardware. Then Came the Inflation Print.
Stocks closed May with the longest weekly winning streak since 2023. Gold's floor strengthened in parallel.
weekly review
▪️ SpaceX Confirms a $1.75 Trillion Float. The Last Time This Happened Was 1999.
Nvidia delivered, the Dow set records, and the Fed minutes pointed to a policy shift. The next move belongs to Warsh.
weekly review
▪️ The 10-Year Yield Hit a One-Year High. Nvidia Reports in 72 Hours.
The longest winning streak since 2024 ended. Treasury yields broke 5% on the long end. Warsh inherits a fragile tape.