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Metals markets

Cross-market notes on currencies, debt, and the hard-asset tape around precious metals.

Twin Threats: U.S. Stagflation and Unwinding Yen Carry Trade Set to Shock MarketsMetals marketsTwin Threats: U.S. Stagflation and Unwinding Yen Carry Trade Set to Shock Markets
America’s Two-Speed Economy: How the Rich Are Driving SpendingMetals marketsAmerica’s Two-Speed Economy: How the Rich Are Driving Spending
Buyer’s Remorse: 1 in 7 Homebuyers Walking Away from DealsMetals marketsBuyer’s Remorse: 1 in 7 Homebuyers Walking Away from Deals
Goldman Sachs: US Dollar Could Boom Despite BRICS De-Dollarization EffortsMetals marketsGoldman Sachs: US Dollar Could Boom Despite BRICS De-Dollarization Efforts
Trump Confirms 25% Tariffs on Mexico and Canada Starting March 4thMetals marketsTrump Confirms 25% Tariffs on Mexico and Canada Starting March 4th
Traders Race to Ship Copper to US as Trump Tariff Threat Creates Profit OpportunityMetals marketsTraders Race to Ship Copper to US as Trump Tariff Threat Creates Profit Opportunity
British Pound Near Two-Month High Despite Trump’s 25% EU Tariff ThreatMetals marketsBritish Pound Near Two-Month High Despite Trump’s 25% EU Tariff Threat
Egg-onomic Shock: USDA Warns of 41% Price Surge as Bird Flu SpreadsMetals marketsEgg-onomic Shock: USDA Warns of 41% Price Surge as Bird Flu Spreads
House Republicans Push Through Trump’s Fiscal Agenda by Two VotesMetals marketsHouse Republicans Push Through Trump’s Fiscal Agenda by Two Votes
US and Ukraine Reach Draft Minerals DealMetals marketsUS and Ukraine Reach Draft Minerals Deal
US Consumer Confidence Plunges in February, Marking Largest Drop Since 2021Metals marketsUS Consumer Confidence Plunges in February, Marking Largest Drop Since 2021
Chip War Intensifies: Trump Pushes Allies to Join Tougher China Tech RestrictionsMetals marketsChip War Intensifies: Trump Pushes Allies to Join Tougher China Tech Restrictions