RT MSB Intel (@MSBIntel)🚨 HUGE: CHINA IS EXECUTING A HISTORIC PIVOT FROM US DEBT TO GOLD.Paper is out. Hard assets are in.China has slashed Treasury holdings to a 23-year low, dumping $627 billion and erasing a decade of accumulation.Where is the money going? Straight into the vault.15 consecutive months of gold buying.Record holdings of 2,308 tonnes.The silent exit from the dollar system is getting loud. ...

>> AFTER 20 YEARS OF FINANCIAL PRESSURE, WERE BACK TO LIVE MARKETS. >> THE MARKET IS PROBABLY GOING TO TAKE OFF AGAIN. >> WE SEE A LOT OF UPSIDE IN U.S. VOLATILITY MARKETS. >> THE U.S. BOND MARKET IS STILL THE PLACE TO REACT. >> THIS IS "BLOOMBERG BR WITH SURVEILLANCE, WITH JONATHAN FERRO, ANNMARIE HORDERN. SON PATRICK: GOOD MORNING. -- JONATHAN: GOOD MORNING."BLOOMBERG SURVEILLANCE" BEGINS RIGHT NOW. INTERVENTION RISKS AND GOAL. SMASHING THROUGH $5,000, BUILDING ON A RECORD-BREAKING RALLY, GOAL ON A SIX-DA ...

Core Viewpoint - President Trump announced a plan to distribute a dividend of "at least" $2,000 to most Americans funded by US tariff revenues, amidst ongoing legal scrutiny of these tariffs [1][2]. Group 1: Dividend Announcement - The proposed dividend is aimed at providing financial relief to Americans, excluding high-income individuals [1]. - The announcement suggests that the US is generating significant revenue from tariffs, with Trump claiming "Trillions of Dollars" are being collected [1]. Group 2: Tariff Revenue Context - Trump previously indicated in an interview that tariff revenues could exceed $1 trillion annually, which he believes could support such distributions [2]. - The Treasury Department reported collecting $195 billion from customs duties in the fiscal year 2025, highlighting the substantial revenue generated from tariffs [2]. Group 3: Legal Considerations - The legality of Trump's tariffs is currently under review by the Supreme Court, with lower courts having previously ruled many tariffs as unlawful [1].

Macro Economy - US debt officially crosses above $38 trillion [1] Market Analysis - Exclusive report on political bias in economic data is available [1] - Interview with Mel Mattison on macro markets is provided [1]

US Debt Tracking - Tracks US debt in real-time [1]

Precious Metals Market Analysis - Gold is at an all-time high, driven by the acceleration of de-dollarization that began a couple of years ago [1] - Silver just hit a new all-time record high, above $51, and is expected to reach $100 quickly, possibly next year [1] - Gold, now above $4,000, has a shot at $5,000 by the end of the year, potentially reaching $6,000 or higher next year [1] - Wall Street banks are now recommending clients have 10%-20% exposure to gold [1] Factors Driving Gold Demand - Biden's sanctions against Russia served as a wake-up call for countries to seek alternatives to the dollar [1] - Reckless spending by the Trump administration and tariffs accelerated the move away from dollars [1] - China is divesting from US dollars and treasuries, replacing them with gold reserves to establish an independent monetary system [3] - The debasement trade narrative is taking hold as people recognize the Fed's inability to maintain 2% inflation [3] Federal Reserve and Economic Policy - The Fed is cutting interest rates into rising inflation, with potential return to QE to keep long-term interest rates from rising [3] - The Fed is using weakness in the labor market as an excuse to cut rates, which will strengthen inflation, not the labor market [5] - Trump's economic policy receives an "F" grade due to massive government spending and deficits, similar to the Biden economy [10][11] - Trump's tariffs are criticized for being unconstitutional and used as a weapon for political concessions [12] Gold vs Bitcoin - Bitcoin is down about 18% from its peak priced in gold [6] - Gold is considered a safe haven store of value, while Bitcoin is viewed as a highly speculative asset correlated with risk assets like the NASDAQ [6] - A potential switch back from Bitcoin ETFs to gold stocks could create downside risk for Bitcoin [6]

Real Estate Market Analysis - Interest rates decreased for 40 years (1980-2020), lowering cap rates and increasing real estate prices [1] - Immigration increased to offset cap rate driven increase in home prices [1] - Immigration is unlikely to continue, and interest rates are in a multi-decade uptrend [1] - The US has unsustainable debt and deficits, potentially weakening the dollar and US government debt [1] - Higher interest rates are needed to attract buyers for increasing US Treasuries supply [1] - Rising long-term rates increase cap rates, mathematically decreasing real estate prices [1] - Young people cannot afford homes, requiring a significant increase in housing supply to address affordability [1] Investment Implications - Demand for housing is decreasing, while supply is increasing, reversing previous market dynamics [1] - The tailwind from interest rates has become a headwind for real estate investment [1] - Factors that previously made real estate a good investment have reversed [1] - Owning a home may be an emotional decision but a poor financial one [1]

Tom Lee: Can Stablecoins Solve US Debt Issues?In an interview with Mario Nawfal, Tom Lee, Chairman of Bitmine, pointed out that stablecoins can currently be observed as a microcosm of how debt problems are addressed: for dollar-pegged stablecoins, their issuers use collateral assets to purchase government bonds, forming a circular mechanism that provides a degree of sustained financial stability. If the Federal Reserve rolls out a true Central Bank Digital Currency (CBDC) – one that enables every American t ...

Market Trends & Investment Opportunities - The market is acutely focused on the 30-year US Treasury yield as it crept toward the 5% level, influencing tech stocks like Nvidia [1] - Google and Apple are experiencing early gains following a judge's ruling that Google doesn't have to sell its Chrome browser [1] - Small-cap stocks may benefit from the Fed potentially cutting interest rates in a strong growth environment [18] - Gold and silver are experiencing gains, with JP Morgan suggesting long-term higher gold prices, especially if Fed independence is questioned [15] Company Performance & Strategy - Nvidia's stock has experienced a sell-off, wiping out $286 billion in market cap, and is below the key 50-day moving average [1][2] - Dollar Tree saw same-store sales rise 65% due to strong traffic as consumers traded down, while Macy's sales rose slightly but earnings exceeded estimates [3] - McDonald's is set to spend an incremental $40 million in marketing support for its new value platform, with combo meals priced 15% less than individual items [36] - eBay's stock trades at a 159% P/E ratio, a discount to the S&P 500's 22 times multiple, with double-digit sales gains in its collectibles business [37] Economic Factors & Global Debt - Rising yields for overseas debt, particularly in the UK where 30-year bond yields hit 575%, the highest since 1998, are putting pressure on government spending [1][8] - Global debt reached $324 trillion in Q1 of this year, with China, France, and Germany identified as main contributors [12] - The dollar, bonds, and their impact on equities are key factors to watch [14]

Government Debt & Investment - The US will need to issue more debt in the coming decades [1] - To attract individual investors, the US needs to make bonds more appealing [1]