ECB Governing Council member Francois Villeroy de Galhau said inflation is well under control and economic growth is in line with forecasts https://t.co/mrXk5BYvPK ...

Precious Metals Market Trends - Precious metals, especially silver outperforming gold, signal concerns about currency debasement and inflation [1] - Central bank activity and reserve managers' precious metal acquisitions are also factors [2] - The gold trend is seen as more structural, influenced by reserve accumulation [9] Bond Market Analysis - The long end of the bond market reflects concerns, particularly in the UK, Germany and France [7] - Bonds are identified as a trigger to watch in relation to the gold and stocks relationship [8] - A nasty sell-off in bonds would negatively impact stocks [11] Economic and Fiscal Policy - Current economic conditions are perceived as okay, with expectations of further Fed cuts [5] - Fiscal stimulus from the US and Germany is supporting stocks [6] - The market is pricing in perfection, but inflation risk remains a concern [5] Investment Strategy - A hypothetical Martian investor would initially buy gold and sell duration [3] - The current macro environment is at an important crossing [4] - The long-term outlook suggests a financial repression game, favoring gold [9]

The European Central Bank should maintain borrowing costs at current levels with inflation risks tilted to the upside, Executive Board member Isabel Schnabel says https://t.co/xZ1l0xoCcw ...

Market Trends & Drivers - Gold's surge over the last 18 months is attributed to a "perfect storm" of supportive conditions [1] - Institutional demand, inflation concerns, geopolitical risks, and favorable interest rate environments have aligned simultaneously, driving gold prices [1] Asset Role Shift - Gold's role has fundamentally shifted from primarily a dollar hedge to a critical reserve asset for uncertain times [1] Price Performance - This combination of factors has pushed gold to historic highs [1]

The uncertainty over inflation trends calls for “flexibility” in policy-making, European Central Bank Governing Council member Olli Rehn told Finnish newspaper Helsingin Sanomat https://t.co/payTslOEZJ ...

Now that Donald Trump’s tariffs have taken effect, economists have mostly expected inflation to drift upwards. Surprisingly, that shift has not yet materialised https://t.co/SaHW8yJO1a ...

Well, let's stay on the market, bring in unlimited CEO and CIO Bob Elliot, the gold bug I mentioned before, but let's start with the Fed and what's going on there. You think Powell's caving. >> Well, I I think basically when you look at the change in his statement at Jackson Hole versus where he was just a few weeks before in the presser, it seems like there was a pretty material shift in the positioning uh particularly getting to a a focus on the labor market.I don't know how many times in the last presser ...

Interest Rate Cut Expectations - Partners Group believes a rate cut in September is highly likely, potentially exceeding market expectations of 85-87% due to labor market weakness [3][4] - Encouraging PCE data, particularly stable services inflation around 25% year-over-year, supports the likelihood of a September rate cut [6] - A rate cut could cushion the labor market and support consumer spending [14] AI Investment and Growth - While growth rates of AI beneficiaries like Nvidia may be slowing from over 200% year-over-year, hyperscaler capex is projected to be $400 billion next year, driving stock performance [8][9] - The total addressable market growth in AI will materialize through investments in data centers, connectivity, cooling, and related services [10] - Business application software is expected to outpace semiconductor growth within the AI sector, indicating a broadening of the AI trade [12] Broadening Market Opportunities - The broadening of the AI trade extends beyond semiconductors, with opportunities in business application software, including those in private markets [12][13] - Private equity middle market growth companies are seen as having significant potential, with earnings growth and margins exceeding those in public markets [15]

Monetary Policy - San Francisco Fed President Mary Daly hinted at potential interest rate cuts soon [1] - The Fed anticipates that inflation resulting from tariffs is likely to be temporary [1]

Market Trends - Bitcoin dips below $110,000 as PCE inflation report shows prices edging higher [1] Industry Partnerships & Data Integration - Chainlink and Pyth Network partner with the US Department of Commerce to bring official economic data on-chain for the first time [1] Geopolitical Factors & Opinions - Eric Trump praises China's "unbelievable mark on Bitcoin and cryptocurrencies" and its pivotal role in the future of digital finance [1] Media & Sponsorship - @JennSanasie hosts "CoinDesk Daily" [1] - @MidnightNtwrk is a sponsor of the CoinDesk media network [1]