🚨JUST IN: CITADELFOUNDER KEN GRIFFIN SAYS INVESTORS ARE FLEEING THE DOLLAR FOR GOLD, SILVER, AND BITCOIN IN A “DEBASEMENT TRADE” - BLOOMBERG ...

Back tomorrow for UNDER EXPOSED!@DeeZe + @CSURAM88 + @0xGeebz join as we chat- The Debasement Trade- Perps meta- Punk Strategy+ a YEET giveaway + a lot moreJoin us live at 12 pm ET on X or Kick https://t.co/rsAgDT8Ya6 ...

Market Outlook - The fourth quarter is historically volatile but can end positively, with a historical trend showing 80% of the time being positive since 1950 [3] - October is noted as the worst month for volatility, but the fourth quarter generally sees double the average annual return compared to other quarters [2] - There is a significant amount of cash on the sidelines, indicating potential for portfolio repositioning as year-end approaches [4][5] Investment Trends - Gold and silver are gaining interest, with silver seeing a 60% increase this year due to both store of value and industrial demand [7] - Junior silver miners have outperformed, with a gain of over 130%, indicating leveraged upside potential [8] - The ongoing limited supply of silver and increasing industrial demand are expected to drive prices higher over the next 12 months [9] Alternative Investments - There is growing interest in non-traditional assets like Bitcoin, which are viewed as potential stores of value amid geopolitical and inflation uncertainties [10][11] - The IVV moderate buffer ETF offers a strategy for investors seeking downside protection while maintaining exposure to the S&P 500 [12][13]

Group 1: Market Trends - Gold futures reached a new record of over $4,060 per troy ounce, while silver futures climbed to $48.70, marking its strongest level in decades [1][6] - Bitcoin is trading near $123,000, just below its recent record of $125,790, reflecting ongoing interest in hard assets and cryptocurrencies as hedges against fiat currency erosion [2][3] Group 2: Economic Context - The US dollar index has declined approximately 9% year to date, contributing to the rise in precious metals and cryptocurrencies [3] - Fiscal uncertainty in developed markets, particularly following Japan's recent election of Sanae Takaichi as prime minister, has led to increased demand for safe-haven assets [4][5] Group 3: Investment Insights - Gold and silver futures have surged about 55% and 65% year to date, respectively, driven by expectations of Federal Reserve rate cuts, which enhance the appeal of these metals [6] - Goldman Sachs has raised its gold price forecast for December 2026 from $4,300 to $4,900 per troy ounce, citing strong inflows into gold-backed exchange-traded funds [6][7]

Group 1: Precious Metals and Cryptocurrencies - Precious metals, particularly gold, and cryptocurrencies like Bitcoin are experiencing significant price increases, driven by investor interest in alternative forms of wealth protection amid rising political dysfunction and government debt [2][4]. - Gold is trading close to $4,000 per ounce, while Bitcoin recently reached a record high above $125,000 before a slight pullback [2]. Group 2: Banking Sector Developments - Fifth Third Bancorp (FITB) announced its acquisition of Comerica Inc. (CMA) for $10.9 billion, which will create the ninth-largest bank in the US. The offer price of $82.88 per share represents a 17% premium over CMA's previous closing price [5]. - The regulatory environment for regional banks has improved under the current administration, encouraging consolidation and growth strategies [5]. Group 3: Technology and AI Sector - Open AI has agreed to purchase up to six gigawatts of semiconductors from Advanced Micro Devices Inc. (AMD) over the next five years, along with warrants to acquire up to 10% of AMD's shares upon meeting certain milestones. This deal is seen as a strategic move to challenge Nvidia Corp.'s dominance in the AI chip market [6].

[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Monday 6th October.Coming up on the show, the federal shutdown enters another week, but equities look poised to build on their recent strong run. France's prime minister resigns after less than a month in the post. French stocks plunge and gold hits another record high.So grab your coffee and let's own the morning. [Music] Well, the first thing you need to know is that the first thin ...

Dig into the "debasement trade" and why Bitcoin's setup is so bullish right now, then catch up on all the day's newshttps://t.co/ew0q0WxQyY ...

Market Trends - Investors are flocking to Bitcoin, gold, and silver due to growing fiscal concerns in major economies, driving a "debasement trade" [1]

The debasement trade does not care about your 4-year cycles... ...

Group 1 - Starbucks announced it will furlough 900 employees and close approximately 400 stores as part of a $1 billion restructuring plan, resulting in a 1% decline in North American stores for fiscal year 2025 [3] - US consumer confidence declined more than expected in September, with assessments of business conditions and job availability falling for the ninth consecutive month [6] - Inflation remained stable since August, with a year-over-year increase of 2.7% as measured by the Personal Consumption Expenditures (PCE) price index [6][10] Group 2 - The three major US stock market indices (Dow, S&P 500, Nasdaq) all finished the week with gains exceeding 1%, driven by investor interest in artificial intelligence [13] - The US national debt is approaching $38 trillion, raising concerns about fiscal sustainability [16] - The US M2 money supply surged by 4.8% year-over-year in August 2025, reaching a record $22.2 trillion, marking the fastest growth since July 2022 [17] Group 3 - The US Treasury's gold reserves have surpassed $1 trillion in value, which could significantly reduce the need for issuing Treasury bonds if revalued [19] - Analysts are discussing the potential for a gold revaluation, which could further impact the national debt-to-GDP ratio [23][26] - Year-to-date performance for major asset classes shows gold up 45%, silver up 61%, and gold miners proxy up 123% [27]