Hello Traders,
Yesterday’s bond market turbulence flared following Treasury intervention led by Scott Bessent as yields touched 2008 highs. The move aims to lower borrowing costs as heavily leveraged AI companies issue fresh corporate debt, helping stabilize equity markets against rapid cash burn and mounting sensitivity to rising rates.
This policy maneuver triggered an aggressive flight to safety across precious metals. As ongoing money creation collides with an entrenched inflationary backdrop, the rapid erosion of purchasing power fueled a powerful, broad-based rally in gold, silver, and mining equities.
POSITIONING UPDATE
GLD 0.00%↑ GOLD ETF
