Gloom never looked so good
The US government remains shut, which means the BLS will likely not release the September jobs report this Friday. Yesterday’s ADP numbers, however, injected a …
October 2, 2025
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How China helps boosting gold?
China has been gradually positioning the yuan and gold as alternatives to the US dollar. Reports suggest Beijing encourages trade partners to convert surpluses into …
October 1, 2025
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US shutdown pressures dollar, adds shine to gold
The US government has shut down from today as politicians failed to agree on a plan to continue funding it. This is not the first …
October 1, 2025
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US shutdown is not the end of the world
The week started with minor gains in US and European equities, despite fresh tariff threats from Donald Trump and no material progress on talks to …
September 30, 2025
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Jobs and shutdown fears weigh on the US dollar
Last week ended on a positive note despite fresh tariff threats on pharma, trucks and kitchen cabinets. PCE data coming in line with expectations helped …
September 29, 2025
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Inflation will tell if strong US growth was bad news
Uh oh — that US growth report yesterday was just a bit too strong for investors’ liking. On the surface, strong GDP should be good …
September 26, 2025
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