🇺🇸 EYES ON THIS WEEK: U.S. ECONOMIC DATA COULD MOVE MARKETS
Monday: October PCE Inflation Tuesday: U.S. Q3 2025 GDP, Consumer Confidence, New Home Sales Wednesday: Durable Goods Orders Thursday: U.S. markets closed
The bullish case: • Cooling PCE = lower rate pressure • Solid (not overheating) GDP = soft-landing narrative • Stable consumer data = risk-on sentiment
With thinner holiday liquidity, positive macro surprises could spark a year-end “Santa rally” and crypto tends to move first. 👀
The January 2026 edition of my newsletter Strategic Intelligence includes a forecast that gold will hit $5,000 per ounce or higher in 2026. The way things are going, I'll hit that target before the newsletter is even published. Gold now $4,415 and going strong for the top.
China discovers Asia’s largest undersea Gold deposit:
'Chinese scientists are now using A.I., the World’s most powerful ground-penetrating radar, and state-of-the-art mineral exploration satellites.
Last year, China invested 116 Billion Yuan (approx. 16.5 Billion USD) for this purpose, with total expenditure since 2021 reaching approximately 450 bBllion Yuan.'