PA宏观
18Followers5Articles
Gold Breaks Through the Stock Market: The 1.45 Lifeline and the Truth Behind Your Shrinking Assets
The S&P 500/gold ratio is currently 1.45, and historically, it has triggered crises on each of the three previous dips. Analysts warn that a gold-dominated cycle has begun, with stocks and cryptocurrencies continuing to depreciate relative to gold, and a key turning point may occur in 2026.
PA宏观
Supply determines survival: The global landscape of tin, antimony, tungsten, and molybdenum, and China's central role.
The article explores the strategic value of minor metals such as tin, antimony, tungsten, and molybdenum, analyzes the global supply pattern, emphasizes China's advantages in the fields of tungsten, antimony, tin, and molybdenum, and points out the impact of the production stoppage in Wa State, Myanmar on tin prices, highlighting the importance of resource security.
PA宏观
Boosted by news from China, risk appetite has significantly increased, and Bitcoin is approaching $98,000
As China cut its reserve requirement ratio and interest rates and confirmed trade talks with the United States, risk appetite has been boosted. Asian stock markets rose, and futures prices of iron ore and steel rose. Risk aversion has subsided, expectations of a rate cut by the Federal Reserve this week have further weakened, the dollar has strengthened, and gold has fallen sharply during the Asian session.
PA宏观
Full text of U.S. Treasury Secretary Benson's speech and Q&A: It will take 2-3 years for China and the United States to reach a trade agreement, which will balance the relationship between manufacturi
In his speech, he said that the United States and China have the opportunity to reach a big deal: the United States will reshape the trade balance by strengthening manufacturing, and China will reduce its reliance on exports and move more toward a "domestic circulation." If China is serious about moving in this direction, the United States and China can work together.
PA宏观
U.S. debt collapses, markets are in danger: Will the U.S. financial system face a "life and death moment"?
The sell-off of U.S. Treasuries intensified further during the Asian session on Wednesday. In this critical moment, will the Federal Reserve take action?
PA宏观
Industry News
Market Trends
Curated Readings
Subscribe