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Results for “ITA”
Rising US real yields are triggering a systemic 'duration convergence' liquidation, crushing non-yielding gold and high-multiple tech in tandem. This macro tightening is…Read the report
The Duration Convergence: Real Yields Crush Gold and Growth
Rising US real yields are triggering a systemic 'duration convergence' liquidation, crushing non-yielding gold and high-multiple tech in tandem. This…
Japanese capital repatriation is creating a liquidity vacuum in US Treasuries, breaking the traditional safe-haven correlation between bonds and metals. Simultaneously…Read the report
The Duration Paradox: JPY Repatriation and the Silver Margin Trap
Japanese capital repatriation is creating a liquidity vacuum in US Treasuries, breaking the traditional safe-haven correlation between bonds and…
Aggressive bullish momentum in gold and silver, fueled by UBS’s $5,600 forecast and record central bank demand, is colliding with a stagflationary regime of 5.02% yields…Read the report
Gold Targets $5,600 as Stagflationary Pincer Squeezes Yields and Energy
Aggressive bullish momentum in gold and silver, fueled by UBS’s $5,600 forecast and record central bank demand, is colliding with a stagflationary…
HIVE's $115M 0% notes issuance triggers 11.5% stock gap down and miner contagion, overriding ME safe-haven flows into GLD/SLV as Hormuz oil risks sustain inflation and…Read the report
HIVE Notes Dilution Caps Gold Safe-Haven Amid Oil Real Rates
HIVE's $115M 0% notes issuance triggers 11.5% stock gap down and miner contagion, overriding ME safe-haven flows into GLD/SLV as Hormuz oil risks…
Crude oil surged 5.92% (USO) on Strait of Hormuz supply disruptions amid US-Israel-Iran war escalation, propelling energy stocks (XLE +1.69%) while crushing broad…Read the report
Hormuz Oil Shock Fuels Energy Rally, Equity Plunge
Crude oil surged 5.92% (USO) on Strait of Hormuz supply disruptions amid US-Israel-Iran war escalation, propelling energy stocks (XLE +1.69%) while…
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