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[Yahoo/WSJ] Gold Futures Rise to Record High on Fed Concerns, Rate-Cut Expectations [Reuters] Europe stocks steady, bonds struggle ahead of crucial US data this week [Yahoo/Bloomberg] Indonesian Stocks Slide After Weekend of Protests and Looting [Yahoo/Bloomberg] Oil Steadies as Putin and Modi Huddle in China After US Tariff [Yahoo/Reuters] Back to school: markets brace for […]

[Yahoo/Bloomberg] Tame US Job Growth Expected in Approach to Fed Meeting [Yahoo Finance] Trump’s trade war just got more chaotic than ever [Yahoo/Reuters] US still working on trade deals despite court ruling, USTR says [Yahoo/Bloomberg] US Corporate Leverage Poised to Rise With $1 Trillion Deals Deluge [Reuters] Chicago mayor says police will not aid federal […]

[AP] What happens to Trump’s tariffs now that a federal appeals court has knocked them down? [BBC] What happens next after Trump tariffs ruled illegal? [Axios] What to know about Trump’s tariff plan post-court strike down [Yahoo/Bloomberg] Japan’s Akazawa Canceled US Trip Over Rice, Nikkei Says [AP] Colleges face financial struggles as Trump policies send […]

Be Right and Sit Tight For the long weekend, this author is on the road for a late summer vacation with the family. HAI will consequently offer just a few very brief thoughts on what was a very important week for markets, and precious metals in particular. The stock market buckled late-week and broke some […]

France’s 10-year “OAT” yields jumped nine bps this week to 3.51%. Thirty-year French yields surged 12 bps to 4.42%, trading within four bps of the spike high during European bond crisis month, November 2011. The France five-year/30-year yield spread widened seven to 160 bps, the largest term premium since June 2019. France’s 10-year yield spread […]

[CNBC] S&P 500 retreats from record as traders assess new inflation data into long weekend: Live updates [CNBC] Core inflation rate rose to 2.9% in July, as expected, key Fed measure shows [Axios] America’s power bills surge as AI strains an aging grid [Yahoo/Bloomberg] RBA Warns of Financial Stability Risks From Private Market Boom [CBS] […]

This week on Golden Rule Radio, the team breaks down the latest moves in the precious metals markets following the Fed’s Jackson Hole meeting. Gold hit $3,400, silver is rising alongside it, and rate cut expectations are shaking both the dollar and equities. We also dive into the Fed’s dual mandate struggles, inflation concerns, the […]

[CNBC] S&P 500 rises as Nvidia shares pare premarket losses: Live updates [Yahoo/Bloomberg] Oil Drops as US Berates India and Surplus Concerns Flare Again [AP] US applications for jobless benefits fell last week as layoffs remain low [AP] US economy grows 3.3% in second quarter, government says, in second estimate of April-June growth [CNBC] Nvidia […]