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Crude softer ahead of UN assembly meeting + META lifts QQQ to ATH's, BTC rallies / 10's 4.97% ahead of big supply
Markets : crude softer as market expect UN General Assembly meetings opens a diplomatic off-ramp, risk rally hard, META, NASDAQ to record close (AMD to $1trn valuation etc), BTC breaks UP through 50 and 200 DMA's, FED's Warsh starting to look like Volcker (Apollo), US 10-year real yields have hit a 20+ year high, yet gold ETF holdings continue to rise (Saxo-chart), Germany’s economic crisis has become a political crisis >>> 10's UST just under 5% (steady higher, no drama or panic, risk carries on higher AS markets expects something from UN gathering in NYC..), USD stays firm(er), as expected !!.. BTC is feeling the love going into medterms (Trump's likely announcement to shift reserves into BTC..), "Chinese gold imports through August topped 1,000 tons, surpassing the total posted for the whole of 2025." (chart), another $211BN being raised this week in Treasury auctions - relentless, follow auctions results here live Live US Debt Monitor
Several Asian refiners have been told informally by Saudi Aramco they will soon be able to pick up oil from the Red Sea port of Yanbu >>> just 1 week after they told Europe shipments were delayed...
#GBP UK government borrowing surges in blow to Healey ahead of Budget
The world doesn't have enough oil supertankers right now, triggering the biggest ever rally in crude shipping costs
Why the world’s hottest stock market is a national liability. South Korea’s wild stock price swings are hurting the country’s image
British Columbia sues OpenAI in US court over Canada school shooting
G7 strongly condemns Houthi strikes on Saudi, calls on Iran to end support
Nothing new, could have done this anyway...
Not just in UK Hundreds of US flights canceled due to outage
Ole S Hansen on X: "US 10-year real yields have hit a 20+ year high, yet gold ETF holdings continue to rise. A striking break from gold’s traditional inverse relationship with real yields, suggesting investors increasingly view rising yields as a signal of fiscal and debt risk rather than simply an https://t.co/MU81Hh2B98" / X
Nic on X: "China is buying gold at RECORD levels. Gold imports have topped 1,000 tonnes this year, already exceeding all of 2025. At the same time: - Chinese gold ETFs have added ~44t YTD - The PBoC bought 20.2t in August - PBoC gold holdings have risen for 22 straight months Chinese https://t.co/D9pMccrZNB" / X
Nic on X: "The silver market is heading for its SIXTH consecutive year of supply deficit. To put it into context: The cumulative deficit since 2021 is equal to c. 92% of yearly production. This while industrial demand keeps climbing. Eventually, prices are going to have to reflect this. https://t.co/lozcut9doj" / X
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