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@gold_hedge
"4 UBSs Joe Dickinson summed it up: ๐ European stocks opened lower. Nikkei down 2.8%. CSI300 off 0.8%. U.S. futures S&P -X% Nasdaq -1.5%. Risk sentiment = thin ice. โ"
X Link @gold_hedge 2025-10-14T13:49Z XX followers, XX engagements
"3 Emerging markets are feeling it first. Their currencies are sliding import costs are surging and central banks are burning reserves to defend their exchange rates. ๐ฅ"
X Link @gold_hedge 2025-10-14T14:04Z XX followers, X engagements
"2 Beyond seasonal heating demand a quiet giant is waking up: ๐ $LNG Chenieres Corpus Christi expansion is ramping fast. ๐๐จ"
X Link @gold_hedge 2025-10-06T20:49Z XX followers, XX engagements
"โ๐ก Goldman previews 3Q25 Aerospace & Defense earnings: โ
Favored: $TDG $HII $WWD $AVAV strong OE aftermarket & defense tech โ Caution: $BAH $GD $LMT Govt IT & defense hardware risks ๐ $BA Boeing ramps XXX MAX; 777X delays continue ๐ผ Market selective watch DoD program wins & execution #Aerospace #Defense #Earnings"
X Link @gold_hedge 2025-10-13T19:04Z XX followers, XXX engagements
"๐งต U.S.China Trade Tensions: The Great Port Fee Standoff ๐ข๐ฅ X Earlier today Beijing confirmed new port fees on vessels linked to the U.S. but Chinese-built ships are exempt. A direct response to U.S. tariffs on Chinese vessels. Welcome to the "Fee-for-All" phase of trade policy. โ"
X Link @gold_hedge 2025-10-14T13:49Z XX followers, XX engagements
"๐ฅ Banks are panicking. The Senate Banking Committee just dropped a new Digital Asset Market Structure Bill a rushed attempt by Wall Streets lobbyists to rewrite the rules before the Genius & Clarity Act takes hold. ๐ฆโ Theyre not trying to modernize crypto theyre trying to protect themselves from it. ๐จ๐ช"
X Link @gold_hedge 2025-10-13T16:08Z XX followers, XX engagements
"3 Bessent didnt hold back: Theyre in a recession/depression and trying to export their way out of it. maybe theres some Leninist business model where hurting your customers is a good idea. ๐ฅ Strong words for a fragile backdrop"
X Link @gold_hedge 2025-10-14T13:49Z XX followers, XX engagements
"๐ฆ๐ฌ JPMorgans Jamie Dimon: Gold could easily go to $5000$10000 in environments like this. Its semi-rational to have some in your portfolio. ๐ชโจ Gold just hit $4184/oz up nearly XX% YTD outpacing stocks ๐ as investors flock to safety amid inflation & global tension ๐๐ฅ #Gold #Markets #Dimon #Inflation #SafeHaven"
X Link @gold_hedge 2025-10-15T13:53Z XX followers, X engagements
"Forget AI hype ๐๐ป gold miners are stealing the show this year ๐ช๐ $MSCI gold equities +135% YTD vs. semiconductors +40% ๐ณ๐ฐ Safe haven + margin boost = golds golden moment โจ๐ #Gold #Investing #Markets"
X Link @gold_hedge 2025-10-03T17:08Z XX followers, XX engagements
"6 The takeaway: Trade policy is now monetary policy by other means. Each headline hits liquidity confidence and positioning in real time. ๐ The Fed may set the rates but geopolitics sets the mood. #China #TradeWar #Markets #Geopolitics #Commodities"
X Link @gold_hedge 2025-10-14T13:49Z XX followers, XX engagements
"๐จ $Tether doubles down on hard assets ๐จ ๐ก Just bought 8888 $BTC now holds 86335 $BTC on-chain ($9.7B) ๐ง ๐ก Claims 100K $BTC XX tons of gold and farmland via XX% stake in Adecoagro ๐ฝ๐ ๐ก Diversifying beyond Treasuries building a reserve of Bitcoin + Gold + Land โ ๐ก Stablecoin market racing toward $300B ๐ต๐ ๐ก Rivals stick to cash & T-bills but Tether is becoming a hard-asset treasury ๐ฆ $USDT isnt just liquidity anymoreits turning into a resource-backed institution"
X Link @gold_hedge 2025-10-02T17:15Z XX followers, XX engagements
"5 Despite the noise theres still a diplomatic thread: Bessent confirmed Trump & Xi are expected to meet at APEC later this month. Markets are watching that handshake like its 2019 all over again. ๐ค"
X Link @gold_hedge 2025-10-14T13:49Z XX followers, XX engagements
"2 Meanwhile Treasury Sec. Scott Bessent told the FT that Beijing is trying to damage the global economy through export controls on rare earths and critical minerals. ๐งฑ Supply chains are tightening again"
X Link @gold_hedge 2025-10-14T13:49Z XX followers, XX engagements
"4 Add in new port fees export controls and supply chain tariffs and you have a feedback loop: ๐ fewer exports fewer dollars weaker currencies higher inflation slower growth"
X Link @gold_hedge 2025-10-14T14:04Z XX followers, X engagements
"5 Then came 2020 the moment the Fed became the market. Between March 1625 it unleashed trillions in liquidity: ๐ฆ Repo loans ๐ข Corporate paper ๐ณ ETFs (even junk debt) ๐ Municipal bonds ๐ฐ Main Street lending"
X Link @gold_hedge 2025-10-13T21:06Z XX followers, XX engagements
"๐ณ Mexico just launched its CURP Biometric Banking Platform linking citizens IDs fingerprints & facial data directly to financial accounts ๐ฆ๐ A big step toward full digital identity banking but also raises major privacy & surveillance questions ๐๐ก #Mexico #Fintech #DigitalID #Biometrics #Banking"
X Link @gold_hedge 2025-10-14T18:56Z XX followers, XX engagements