Trading Insights

Macro Snapshot

  • Liquidity Boost: Treasury auctions channel cash into the real economy via MMF rotations.
  • Tariff Watch: 1kg Swiss gold bar tariffs could reshape global bullion trade.
  • Tech Strategy Shift: Heavy capex spending puts free cash flow under scrutiny.
  • Currencies: USD/JPY still favors the dollar; Euro remains capped by weak fundamentals.
  • Crypto & Commodities: ETH consolidates after ETF outflows; gold surges on trade policy news.