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Writer's pictureStéphan

Moldova& Georgia referendums / Plenty going towards end of Oct! / GOLD new highs, XAG catching up!



  • Week ahead : GOLD new highs, Silver catching up nicely!, quiet start this week in terms on and earnings (big techs all reporting between 29th and 31st Oct!... Market focus remains on China, will it work or won't it ? (China will add more and more if they see markets not reacting the way they want, no turning back, all-in over time..) awaiting to see how Israel is/will respond to Iran, not long till the U.S election (#duration the one to watch as both side will spend, Trump spend bigly). In the UK, we have 'the' budget on 30th October to focus minds, and overall ECB turned/is turning pretty dovish preparing for more cuts as long-term inflation is under check and heading towards target >>>> Trump trade on the up...bonds/duration lower, stocks up, crypto up, gold (China, ME also a play int here clearly)...

  • Mining stocks are the next beast to (continue to) own, after physical bullion #GDX #SILJ

  • Inflation in Japan fell to 2.5% YoY in September from 3% a month earlier

  • Trump’s gains on Polymarket have cheered his supporters. But the surge might be a mirage manufactured by a group of four Polymarket accounts that have collectively pumped about $30 million of crypto into bets that Trump will win/Been talked about last couple of weeks >>> Reddit bros pushed GME up more than 1000% in 2021. Moving President Election Polymarket (or anyone else for that matter) a few points is child's play

  • The next winner of the AI boom is also one of its biggest problems. Data centers could consume up to 9% of electricity in the U.S. by the end of the decade

  • Pro EU rally in Tbilisi as Georgia faces crunch election to decide political future, Moldova EU votes in the balance


 
















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