Markets

Silver (XAG) Forecast: Dollar Dump Sends Silver Surging Despite Higher Yields - FXEmpire

Source: FXEmpire

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DW NOTE

The dollar is weakening while yields rise — a configuration that historically doesn't send silver up, it sends it sideways or down. Silver is a zero-yield asset that competes with bonds; higher real rates are supposed to suffocate it. If it's rallying anyway, either positioning was wildly short or someone is pricing sovereign debt risk the Fed can't contain.

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Bessent & Sovereign Debt Crisis

QUESTION: Marty, Bessent is plainly no trader. As you’ve pointed out, he’s spent far too long in the company of market manipulators. I remember your warning that rolling debt into shorter maturities only deepens future fragility. And as you put it, it’s Groundhog Day on repeat. So the question is: d

10-Year Yield Hits Multi-Year High, Long Bond Tops 5.3 Percent, Oil Surges

It's not a good day in the markets, Here's a recap.

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The custody question: where are central banks storing gold? - OMFIF

Saudi Oil Exports Plunge as Spread of War Shuts Off Shipping Routes - The New York Times

Bessent & Sovereign Debt Crisis

10-Year Yield Hits Multi-Year High, Long Bond Tops 5.3 Percent, Oil Surges