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Capital markets recap, commentary, and analysis for evolving traders vblgoldfix.substack.com

  1. vor 1 Std.

    Tether Gold's Islamic IPO Arrives

    This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: FOMC MONDAY, JULY 27 * 8:30a Durable-goods orders (June) (prev -4.0% → est 2.1% → act 0.3%) * 8:30a Durable-goods minus transportation (June) (prev 1.8% → act 0.6%) TUESDAY, JULY 28 * 8:30a Advanced retail inventories (June) (prev 0.5% → act 0.0%) * 9a S&P Case-Shiller home price index (20 cities) (May) (prev 1.2% → est 1.3% → act 1.6%) * 10a Consumer confidence (July) (prev 92.2 → est 92.0 → act 90.8) WEDNESDAY, JULY 29 * 2p FOMC interest-rate decision * 2:30p Fed Chair Warsh press conference THURSDAY, JULY 30 * 8:30a Initial jobless claims (July 25) (prev 187,000 → est 200,000) * 8:30a GDP (Q2) (prev 2.1% → est 1.8%) * 8:30a Personal income (June) (prev 0.7% → est 0.3%) * 8:30a Personal spending (June) (prev 0.3% → est 0.3%) * 8:30a PCE index (June) (prev 0.4% → est -0.1%) * 8:30a PCE (year-over-year) (prev 4.1% → est 3.7%) * 8:30a Core PCE index (June) (prev 0.3% → est 0.2%) * 8:30a Core PCE (year-over-year) (prev 3.4% → est 3.3%) FRIDAY, JULY 31 * 8:30a Employment cost index (Q2) (prev 0.9% → est 0.8%) * 9:45a Chicago Business Barometer (PMI) (July) (prev 56.7 → est 55.7) * 10a Consumer sentiment (final) (July) (prev 54.4 → est 54.0) ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

  2. vor 1 Tag

    Bonds, Gold Punish Warsh's Non-Hike

    This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: FOMC MONDAY, JULY 27 * 8:30a Durable-goods orders (June) (prev -4.0% → est 2.1% → act 0.3%) * 8:30a Durable-goods minus transportation (June) (prev 1.8% → act 0.6%) TUESDAY, JULY 28 * 8:30a Advanced retail inventories (June) (prev 0.5% → act 0.0%) * 9a S&P Case-Shiller home price index (20 cities) (May) (prev 1.2% → est 1.3% → act 1.6%) * 10a Consumer confidence (July) (prev 92.2 → est 92.0 → act 90.8) WEDNESDAY, JULY 29 * 2p FOMC interest-rate decision * 2:30p Fed Chair Warsh press conference THURSDAY, JULY 30 * 8:30a Initial jobless claims (July 25) (prev 187,000 → est 200,000) * 8:30a GDP (Q2) (prev 2.1% → est 1.8%) * 8:30a Personal income (June) (prev 0.7% → est 0.3%) * 8:30a Personal spending (June) (prev 0.3% → est 0.3%) * 8:30a PCE index (June) (prev 0.4% → est -0.1%) * 8:30a PCE (year-over-year) (prev 4.1% → est 3.7%) * 8:30a Core PCE index (June) (prev 0.3% → est 0.2%) * 8:30a Core PCE (year-over-year) (prev 3.4% → est 3.3%) FRIDAY, JULY 31 * 8:30a Employment cost index (Q2) (prev 0.9% → est 0.8%) * 9:45a Chicago Business Barometer (PMI) (July) (prev 56.7 → est 55.7) * 10a Consumer sentiment (final) (July) (prev 54.4 → est 54.0) ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

    Bonds, Gold Punish Warsh's Non-Hike

  3. vor 2 Tagen

    Will The Fed Hike and Dump Gold Today?

    This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: FOMC MONDAY, JULY 27 * 8:30a Durable-goods orders (June) (prev -4.0% → est 2.1% → act 0.3%) * 8:30a Durable-goods minus transportation (June) (prev 1.8% → act 0.6%) TUESDAY, JULY 28 * 8:30a Advanced retail inventories (June) (prev 0.6%) * 9a S&P Case-Shiller home price index (20 cities) (May) (prev 1.1% → est 1.3%) * 10a Consumer confidence (July) (prev 91.2 → est 92.0) WEDNESDAY, JULY 29 * 2p FOMC interest-rate decision * 2:30p Fed Chair Warsh press conference THURSDAY, JULY 30 * 8:30a Initial jobless claims (July 25) (prev 187,000 → est 200,000) * 8:30a GDP (Q2) (prev 2.1% → est 1.8%) * 8:30a Personal income (June) (prev 0.7% → est 0.3%) * 8:30a Personal spending (June) (prev 0.3% → est 0.3%) * 8:30a PCE index (June) (prev 0.4% → est -0.1%) * 8:30a PCE (year-over-year) (prev 4.1% → est 3.7%) * 8:30a Core PCE index (June) (prev 0.3% → est 0.2%) * 8:30a Core PCE (year-over-year) (prev 3.4% → est 3.3%) FRIDAY, JULY 31 * 8:30a Employment cost index (Q2) (prev 0.9% → est 0.8%) * 9:45a Chicago Business Barometer (PMI) (July) (prev 56.7 → est 55.7) * 10a Consumer sentiment (final) (July) (prev 54.4 → est 54.0) ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

  4. vor 3 Tagen

    JPMorgan's Oil Warning

    This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: FOMC MONDAY, JULY 27 * 8:30a Durable-goods orders (June) (prev -4.5% → est 2.1%) * 8:30a Durable-goods minus transportation (June) (prev 1.3%) TUESDAY, JULY 28 * 8:30a Advanced retail inventories (June) (prev 0.6%) * 9a S&P Case-Shiller home price index (20 cities) (May) (prev 1.1% → est 1.3%) * 10a Consumer confidence (July) (prev 91.2 → est 92.5) WEDNESDAY, JULY 29 * 2p FOMC interest-rate decision * 2:30p Fed Chair Warsh press conference THURSDAY, JULY 30 * 8:30a Initial jobless claims (July 25) (prev 187,000 → est 203,000) * 8:30a GDP (Q2) (prev 2.1% → est 2.1%) * 8:30a Personal income (June) (prev 0.7% → est 0.4%) * 8:30a Personal spending (June) (prev 0.3% → est 0.3%) * 8:30a PCE index (June) (prev 0.4% → est -0.1%) * 8:30a PCE (year-over-year) (prev 4.1% → est 3.7%) * 8:30a Core PCE index (June) (prev 0.3% → est 0.2%) * 8:30a Core PCE (year-over-year) (prev 3.4% → est 3.3%) FRIDAY, JULY 31 * 8:30a Employment cost index (Q2) (prev 0.9% → est 0.8%) * 9:45a Chicago Business Barometer (PMI) (July) (prev 56.7 → est 55.0) * 10a Consumer sentiment (final) (July) (prev 54.4 → est 54.0) ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

  5. vor 4 Tagen

    Gold Trader: "I Think It's Time to Start Nibbling"

    This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: FOMC MONDAY, JULY 27 * 8:30a Durable-goods orders (June) (prev -4.5% → est 2.1%) * 8:30a Durable-goods minus transportation (June) (prev 1.3%) TUESDAY, JULY 28 * 8:30a Advanced retail inventories (June) (prev 0.6%) * 9a S&P Case-Shiller home price index (20 cities) (May) (prev 1.1% → est 1.3%) * 10a Consumer confidence (July) (prev 91.2 → est 92.5) WEDNESDAY, JULY 29 * 2p FOMC interest-rate decision * 2:30p Fed Chair Warsh press conference THURSDAY, JULY 30 * 8:30a Initial jobless claims (July 25) (prev 187,000 → est 203,000) * 8:30a GDP (Q2) (prev 2.1% → est 2.1%) * 8:30a Personal income (June) (prev 0.7% → est 0.4%) * 8:30a Personal spending (June) (prev 0.3% → est 0.3%) * 8:30a PCE index (June) (prev 0.4% → est -0.1%) * 8:30a PCE (year-over-year) (prev 4.1% → est 3.7%) * 8:30a Core PCE index (June) (prev 0.3% → est 0.2%) * 8:30a Core PCE (year-over-year) (prev 3.4% → est 3.3%) FRIDAY, JULY 31 * 8:30a Employment cost index (Q2) (prev 0.9% → est 0.8%) * 9:45a Chicago Business Barometer (PMI) (July) (prev 56.7 → est 55.0) * 10a Consumer sentiment (final) (July) (prev 54.4 → est 54.0) ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

    Gold Trader: "I Think It's Time to Start Nibbling"

  6. vor 4 Tagen

    Founders CFTC CoT Sunday Video

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe

    Founders CFTC CoT Sunday Video

  7. vor 6 Tagen

    Luke Gromen: China’s Domination During the US’s Middle East Distraction

    This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com The following is a special presentation of the GoldFix/Competent Man Interview Joint Venture: Luke Gromen, president of Forest for the Trees, joins Tom Bodrovics to discuss the fiscal and monetary pressures facing the United States. With national debt at $39.5 trillion and rates elevated, Gromen argues policymakers may have to choose between Treasury market instability and a weaker dollar. He also examines short-term debt issuance, stablecoins, inflation, tariffs, domestic production, and the risks this policy shift poses to the dollar’s reserve status. Timestamps:00:00:00 - Introduction00:01:20 - Fed Choices on Inflation00:03:18 - Treasury Market Dysfunction Risks00:05:40 - Stablecoins Financing Deficits00:07:45 - US China Geopolitical Competition00:12:01 - Hamiltonian Economics Explained00:17:47 - Reshoring Costs and Feasibility00:23:28 - Iran Conflict Oil Impacts00:35:10 - China Strategic Benefits00:54:30 - China & Gold Trading01:02:00 - Equity Valuations01:05:20 - Bitcoin Thoughts01:09:00 - Action Items & Wrap-Up

    Luke Gromen: China’s Domination During the US’s Middle East Distraction

  8. 24. Juli

    Gold Bounces, Needs to Break $4068 as Oil Retreats

    This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com Housekeeping: Good Morning Featured Analysis: In Other News: Data on Deck: Initial MONDAY, JULY 20 * 10a U.S. leading economic indicators (June) (prev 0.1% → est 0.0% → act -0.2%) TUESDAY, JULY 21 * No major US releases WEDNESDAY, JULY 22 * No major US releases THURSDAY, JULY 23 * 8:30a Initial jobless claims (July 18) (prev 208,000 → est 212,000) FRIDAY, JULY 24 * 9:45a S&P flash U.S. services PMI (July) (prev 51.2 → est 51.5) * 9:45a S&P flash U.S. manufacturing PMI (July) (prev 53.9 → est 54.4) * 10a New home sales (June) (prev 580,000 → est 606,000) ***Please support Independent Media Buy a hat, mug, or hoodie today*** or Buy a Coffee for the GoldFix intern

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Capital markets recap, commentary, and analysis for evolving traders vblgoldfix.substack.com

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  • Erstellt von
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