November 2025 Jobs Report: Unemployment Hits 4.6% (Dec 16 Release)
November 2025 jobs report: unemployment hits 4.6%, just 64K jobs added. What the shutdown-delayed data means for Fed policy and recession risk in 2026.
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Yen Carry Trade Unwind: How BOJ Rate Hikes Are Draining Global Liquidity
Macro December 2025 Yen Carry Trade Unwind: How BOJ Rate Hikes Are Draining Global Liquidity The Bank of Japan is about to hike rates to 0.75%—a 30-year high. Here’s why that seemingly small number is sending tremors through every asset class on the planet. 0.75% Expected BOJ Rate 1.96% 10Y JGB Yield $1-2T Est. Carry…
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Silver Shatters Records: The Historic 2025 Rally That More Than Doubled the ‘Devil’s Metal’
Macro December 13, 2025 Silver Shatters Records: The Historic 2025 Rally That More Than Doubled the ‘Devil’s Metal’ The silver price in 2025 has exploded past $64 to all-time highs, gaining over 115% year-to-date and outpacing gold’s historic run. Here’s what’s driving the unprecedented surge and whether $100 silver is next. $61.70/oz +115% YTD Spot…
