Core Viewpoint - The current market dynamics show an unusual correlation between rising stocks and precious metals, particularly gold, which has increased nearly 70% this year, significantly outperforming the S&P 500's 20% rise [1][2]. Gold Market Analysis - Gold's performance is attributed to geopolitical tensions, particularly following Russia's invasion of Ukraine, and the current U.S. administration's policies that may lead to increased inflation, benefiting gold prices [2][7]. - Historical patterns suggest that new long positions in gold at current levels may not be favorable, as past instances indicate potential corrections after significant price increases [3][4]. - Goldman Sachs projects a base case scenario for gold prices reaching $4,900 per ounce by 2026, with potential for further upside [4]. Market Volatility and Predictions - The current gold price is approximately 100% above its 60-month moving average, a situation not seen since 1939, raising concerns about a possible correction [5][9]. - The low volatility in the stock market, currently at 11%, is expected to rise closer to its historical average of around 20%, which could signal a market correction [10]. - The inflow of gold-backed ETFs has been increasing, contrasting with outflows from Bitcoin ETFs, indicating a shift in investor sentiment towards precious metals [11]. Cryptocurrency Outlook - Bitcoin is anticipated to revert to its historical mean of around $50,000, with skepticism about its ability to surpass $100,000 due to market saturation and overhype [12][14]. - The ratio of Bitcoin to gold has decreased to about 19 ounces of gold per Bitcoin, the lowest in nearly two years, suggesting a bearish outlook for Bitcoin compared to gold [16]. Conclusion on Precious Metals - Gold is expected to continue outperforming other commodities and the stock market, particularly in a declining stock market environment, which poses a significant risk for next year [15].

There's three components of Bitcoin that I've kind of put my my side on. When is this going to go back up? Because the one thing I believe in is that it's going higher. The question and the point you made, what's the probability it go what would have to happen for it to sell off past 80,000 and down to 60. Crypto isn't getting money because it's all being sucked out by AI. I think that starts to change this year. What's going on guys? Today in this conversation with Jordy Visser, we talk about the recent CP ...

The Bank of Japan raised its key policy rate to a 30-year high on Friday to help curb inflation, as widely expected, and financial markets took the move in stride. The 0.25 percentage point hike took the BOJ's benchmark short-term rate to 0.75%, its highest level since September 1995. It will raise costs for mortgages and other loans, but also boost yields on savings deposits. “It is highly likely that wages and prices will continue to rise moderately,” BOJ Gov. Kazuo Ueda told reporters. “Risks to the ...

Inflation Analysis - CPI (消费者物价指数) 年同比实际数据为 2.7%，低于经济学家预测的 3.1%，低 40 个基点[3] - 核心 CPI 年同比实际数据为 2.6%，同样低于经济学家预测的 3.0%，低 40 个基点[3] - 短期来看，核心 CPI 年化率（过去 3 个月）仅为 1.6%，为 2021 年 2 月以来的最低水平[7] - 避险、石油和劳动力这三个广泛的经济指标均显示出通货紧缩的迹象[8] Coinbase's Strategy - Coinbase 旨在成为全球排名第一的金融服务应用，而不仅仅是加密货币公司[15] - Coinbase 推出八种新产品，包括股票交易、预测市场、期货和永续合约交易、Solana DEX 交易、Coinbase Business、Coinbase Advisor、Base 应用和 Coinbase 定制稳定币[20][21][22] - Coinbase 拥有 1 亿个全球验证账户，年收入达 80 亿美元，并且收入以超过 40% 的速度同比增长[14] Market Competition - Coinbase 和 Robinhood 等公司都在争夺“超级应用”的地位，希望在一个应用中提供股票、加密货币、预测市场、永续合约、稳定币、支付和存款等服务[16][23] - 传统金融机构如摩根大通、富达和高盛预计也将进入这一领域，加剧市场竞争[24] Warrior Dividend - 美国政府向 145 万军人发放“战士红利”，每人 1776 美元[27][28][29] - 报告提出疑问，这笔资金的来源以及是否会增加国家债务[30][31]

Deflation is smacking the US economy as predicted.Tariffs are deflationary.AI is deflationary.Deportations are deflationary.Pretty much everything you were told about the economy over the last few months is wrong.GDP will accelerate & asset prices will go higher. ...

I published my analysis back in February explaining why tariffs were deflationary.People mocked and ridiculed me for it. They thought it was some political bias or I had gone crazy.Now the economic data confirms the analysis.Original piece:https://t.co/hlUrRcHv4H ...

Market Analysis by covering: Dow Jones Industrial Average, Oracle Corporation, NVIDIA Corporation, US Dollar Index Futures. Read 's Market Analysis on Investing.com ...

There's a lot of big institutions that might even be behind some of this sell-off that want to drive it lower because they want to get in. I think there's huge institutional big money demand to buy Bitcoin. It's just waiting to pounce. And so once that pounce happens, we're going to be at 150. I still think, and the last time I was on, I said I think we'll be at 150 by the end of February. I hate to do it, but facts change, I got to change. I'm going to back it up just a little bit and say I think we'll be ...

The Fed has been behind the curve for years.They incorrectly claimed that inflation was transitory in 2021, they bankrupted banks by raising rates after saying they wouldn’t, and now they are ignoring the incoming deflation.Cut rates. Stimulate the economy. ...

China’s consumer prices crept higher, but the deflation drag isn’t budging. Factory prices fell, and worries about weak demand are still front and center: Here is your Evening Briefing. https://t.co/HR3Ir7madR ...