$BTC
{spot}(BTCUSDT)
🚨 Demand for long-term Japanese government bonds is COLLAPSING ⚡️🤔
Japanese insurers sold -¥822.4 billion, or -$5.2 BILLION, of bonds with maturities of 10+ years in December, the most EVER ⬇️
This was the 5th straight monthly sale, the longest streak in at least 20 YEARS ↩️
Over this span, insurers sold -$8.7 billion of long-term bonds ↩️
Meanwhile, unrealized losses on domestic bonds held by 4 Japanese life insurers reached nearly ¥11.3 trillion ($71 billion) at the end of September 👀
🚸 Warning 🚸 I do not provide financial advice 🔞The intent of this content is for you to be aware of market conditions before starting to invest 👌Thank you for reading 👌
#Japan #USGovernment #Market_Update
$XAG
{future}(XAGUSDT)
🚨 So with Silver at $108 per oz, what does that mean for silver mining stocks? 🤔
They are likely selling mined silver at $108 per oz this week. Cost of mining is $20 per oz. Taxes are likely 1/3 of gross profit ⚡️
$108 - $20 = $88.
Net free cash flow is about $60 per oz for most miners. They are each different 🤔
1 year ago, when silver was at $30 per oz and their costs were $20 per oz, they might have had about $5 to $7 per oz in free cash flow ⚡️
The numbers on earning for these companies will be crazy high. And the longer prices stay at these levels, the more cash rolls in. Debt gets retired. Dividends increase. Share buybacks ⚡️
So the best are going to be those that are already producing and profitable, plus they can grow their production 🤔
🚸 Warning 🚸 I do not provide financial advice 🔞The intent of this content is for you to be aware of market conditions before starting to invest 👌Thank you for reading 👌
$BTC
{spot}(BTCUSDT)
$ETH
{spot}(ETHUSDT)
#Market_Update #Silver #bitcoin #ETH🔥🔥🔥🔥🔥🔥
$TRUMP
{spot}(TRUMPUSDT)
🚨🚨 The high conviction outlook for the upcoming week, and the weight of the evidence suggests the US economy is entering a "Goldilocks" phase of high quality growth and structural resilience that the bears are completely missing ⚡️📢
While the skeptics fixate on monthly noise, our modeling confirms the real story—the core PCE deflator is stabilizing on a healthy glide path toward 2%, with October’s 0.26% and November’s projected 0.17% signaling that peak inflation is firmly in the rearview mirror and setting the stage for a year-over-year convergence toward 2.1% by year end 🤔
We are looking at a US consumer that isn't just surviving, but thriving—underpinned by a "low-hire, low-fire" labor market that maintains an unemployment floor, while a significant 4.1% personal saving rate provides a massive $7.6 trillion liquidity cushion that effectively insulates household balance sheets from external shocks 👀
$SOL
{spot}(SOLUSDT)
For the week ahead, the January flash manufacturing PMI at 52.0 confirms that the industrial engine is still in expansion territory, bolstered by a regulatory environment shifting back toward the private sector and expansionary fiscal policies that act as a persistent tailwind 👀
With the Fed likely to deliver multiple rate cuts through 2026—bringing the terminal rate toward 3.00%-3.25%—and the US accounting for two thirds of the global growth upgrade, the "soft landing" isn't just a theory—it is the reality on the ground as the economy prepares for a reacceleration to an above-trend 2.5%-2.8% GDP growth rate
$MELANIA
{future}(MELANIAUSDT)
🚸 Warning 🚸 I do not provide financial advice 🔞The intent of this content is for you to be aware of market conditions before starting to invest 👌Thank you for reading 👌
#TrumpCancelsEUTariffThreat #USGovernment #Market_Update