
Gold Breaks $4,000: A Market That Refuses to Cool
Gold has done it. Gold has reached the long-awaited $4,000 per ounce mark, a level that carries psychological and symbolic significance.

Gold Surges Past $4000 as Momentum and Macro Tailwinds Collide
Gold’s unstoppable rally continues as XAUUSD breaks $4000 for the first time. Explore the drivers, positioning, and why momentum remains unbroken.

Q3 25 US Bank Earnings: By The Numbers
Third quarter earnings season will soon be underway on Wall Street, with the banks kicking things off as usual.

Political Shenanigans Make For Spicy Start To The Week
Political instability in France, and a surprise in Japan’s LDP leadership election made for a spicy start to the week yesterday, though stocks rallied regardless. Today, a barren docket awaits, as participants continue to headline-watch.

Deficits, Fiscal Slippage & Debasement: What Gold, Silver, and Crypto Are Telling Us
Gold, silver, and crypto are flashing warnings on fiscal slippage and currency debasement. Explore why markets ignore risk as momentum stays unbroken.

Powell Is Already Yesterday’s Man
Even with around seven months of his term as Chair left to serve out, Jerome Powell, for market participants, is already starting to look like 'yesterday's man', with the near-term policy path in little doubt, and the medium-term path largely down to Powell's successor.

Data Vacuum To Persist As Govt. Shutdown Continues
Markets struggled for direction on Friday amid a data vacuum stemming from the ongoing US government shutdown. This week, a light data docket awaits once more, as politics remains the focus.

Gold Outlook: Bulls Break Above $3,900 as U.S. Government Shutdown Unfolds
Gold bulls have surged past $3,900, fueled by the U.S. government shutdown and global "de-dollarization." Traders will be watching government funding developments and Fed speeches this week.

A Traders’ Weekly Playbook: Equity Strong, Gold ATHs & JPY volatility
Global markets extend their risk rally as traders eye Japan’s new LDP leadership, Fed and RBNZ rate cuts, and the Supreme Court’s looming IEEPA tariff ruling.

A Look Ahead To Q3 25 US Earnings Season
Corporate reporting season will soon be upon us once more, with the banks set to kick things off in mid-October. As trade uncertainty fades, and the FOMC resume the easing cycle, participants will be seeking evidence not only that earnings growth remains solid, but also that the underlying US economy remains in robust shape.

Participants Ignore Political Pantomime As Jobs Day Postponed
Markets were steadier on Thursday as participants, rightly, ignored the ongoing political pantomime in Washington DC, while a barren docket awaits today, amid the postponement of the September US jobs report.

Silver Continues To Shine
It’s been a bumper year for silver, and for precious metals at large, with XAG now up a chunky 49% YTD. Those gains have accelerated in recent weeks, with the rally really starting to kick into a higher gear since the start of September, now standing at almost 20% in the last four weeks alone.

Choppy Trade As Government Shutdown Continues
Conditions were choppy on Wednesday, amid a mixed slate of economic data, as the US government shutdown continued. Today, a relatively light docket lies in wait.

Q4 Begins As US Government Shuts Down
Markets traded in choppy fashion on Tuesday, despite better-than-expected US job openings data. Today, as Q4 gets underway, the US government shutdown begins, while manufacturing PMIs highlight the calendar.

Looking Ahead To The 2025 UK Budget
Chancellor Rachel Reeves will deliver the Budget in a little under two months’ time, with the prospect of further significant tax hikes looming large, as another fiscal ‘black hole’ needs to be plugged, with bond vigilantes waiting in the wings to pounce.

Stocks Gain And Gold Rallies As Government Shutdown Looms
Markets brought more of the same yesterday amid further gains on Wall Street, and fresh record highs for gold, while the dollar softened. Today, JOLTS job openings highlight the docket, as a US government shutdown looms.

Preview For The September 2025 US Jobs Report
The first Friday of the month, as usual, is scheduled to bring our latest update on US labour market conditions, though the looming threat of a government shutdown raises the prospect that the release of the figures could be postponed.

Gold Outlook: Price Breaks $3,800, Least Resistance Path Remains Upward
Gold breaks above $3,800 to a new record high as Fed rate cut expectations, U.S. government shutdown risks, and geopolitical tensions drive safe-haven demand, with ETF inflows fueling continued gains.