Tariffs and sticky service costs keep inflation firm as companies slowly pass higher prices to consumers.

Translation:
Inflation’s not cooling — it’s just getting comfortable.

#CPI #Inflation

3\
Translation:
When faith in policy fades, money looks for something that can’t be printed, patched, or voted out.

#GLD #GOLD

2\
What’s going on ↓
→ Governments keep spending; deficits keep ballooning.
→ Investors are rotating from faith-based currencies into finite assets.
→ “Fiscal dominance” — policy running hot, debt running hotter.
→ Gold ETFs just logged record quarterly inflows ($26 B).

3\
Gold isn’t rallying on hype — it’s rallying on distrust. 1979 had inflation panic; 2025 has credibility panic. The more the market questions policy, the stronger the bid for metal that doesn’t tweet, default, or dilute.

#GLD

2\
→ Trading volumes: up 34% MoM as gold logged 13 fresh all-time highs last month.
→ Context: A softening dollar, growing Fed-cut bets, and lingering doubts about Fed independence are feeding the haven trade.

3\
Takeaway:
Amazon is going after mass-market share, betting sub-$5 essentials can pull shoppers deeper into its ecosystem.

2\
→ Private-label momentum: sales of Amazon brands rose +15% YoY in 2024 across Fresh, Whole Foods, and Amazon.com.
→ Scale play: last month Amazon expanded same-day perishable delivery to 1,000 U.S. cities.

3\
Takeaway:
Gold’s breakout is fueled by shutdown-driven dollar weakness, central-bank buying, and the biggest monthly ETF inflows in 3 years. Silver’s rally shows the haven trade is broadening, not fading.

#Gold #Shutdown

2\
→ Dollar Index ▼ −0.2% › shutdown risk threatens payroll data release and dents safe-haven appeal.
→ Equity futures softened as traders weigh policy uncertainty and delayed economic signals.

2\

→ Intel ( #INTC) ▼ −2.7% › Pressure after last week’s momentum fizzled.
→ PSLV ( #PSLV) ▲ +1.9% › Silver trust caught a bid alongside firming metals.

The takeaway:
AI and metals saw flows, but housing and legacy chips weighed on the tape.

2\
The takeaway:
Rate cuts are fueling safe-haven demand. But after a 10% climb in 5 weeks, some warn gold’s looking overbought.

2\
The takeaway:
Rate cuts lifted gold & equities, but crypto’s underperforming. Leveraged longs just learned the hard way — this market still trades on thin ice.

2\
→ Nvidia ( #NVDA) ▲ +3.6% › Lifted by Intel tie-up, despite ongoing chip export headwinds.
→ Plug Power ( #PLUG) ▲ +4.5% › Short-interest favorite catches another bounce.

The takeaway:
Intel stole the spotlight — but across the tape, traders are still leaning into high-beta names.

2\
The takeaway:
First earnings since IPO — and Bullish finally lived up to its name.