Replace "gold and silver" here with Bitcoin and the post would still make sense.Lovely market to trade.https://t.co/enHQxs7bzcMichael McNair (@michaeljmcnair):Gold and silver are not acting well in a period of rapidly rising geopolitical risks. We have an Iran War, Strait of Hormuz blockade, rising volatility. In the old framework, that setup should be close to ideal for gold. But once you understand what is now driving gold, this move ...

The convergence of an AI bubble and geopolitical risks pose the greatest threat to global markets, according to Nicolai Tangen, chief executive officer of Norway’s $2.1 trillion sovereign wealth fund. https://t.co/oVuNhbAbYo ...

Eric Balchunas, Bloomberg ETF analyst, tweeted that year-to-date outflows in Bitcoin spot ETFs are nearly fully offset, with ~$500M in single-day inflows recently. Ten of the 11 early Bitcoin spot ETFs saw inflows. He noted Bitcoin has risen ~12% since the Iran strikes and rising geopolitical risks, while gold prices fell. He cautioned against concluding from short-term moves that gold’s safe-haven status has failed or Bitcoin is driven by geopolitics, citing possible factors like fading institutional flows ...

Core Insights - The US Bitcoin exchange-traded fund (ETF) market is experiencing significant pressure, marked by a second consecutive day of net outflows, indicating ongoing caution among institutional investors [1] Group 1 - The Bitcoin ETF market recorded net outflows, reflecting a trend of investor caution [1] - The pressure on the Bitcoin ETF market has persisted through January 28, highlighting a challenging environment for cryptocurrency investments [1]

Core Viewpoint - Oil prices are expected to remain elevated due to increasing geopolitical risks, U.S. restrictions on Russian oil purchases, and ongoing demand from China [1] Group 1: Geopolitical Risks - Rising geopolitical tensions are contributing to the potential for sustained high oil prices [1] Group 2: U.S. Restrictions - U.S. restrictions on Russian oil purchases are a significant factor influencing the oil market dynamics [1] Group 3: Chinese Demand - Continued buying from China is supporting oil prices, indicating strong demand from this major market [1]

Core Viewpoint - Officials are currently unable to predict the timing and direction of the central bank's next rate move [1] Group 1 - The uncertainty surrounding the central bank's next rate decision may impact market stability and investor confidence [1]

The changes to global trade and supply chains driven by factors including technology and geopolitical risks are likely to persist over the long term, according to FedEx CEO Raj Subramaniam https://t.co/yXfgbBvaQN ...

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]