Gold/silver ratio signals potential silver outperformance ahead of cyclical upswing
Gold breaks correlation with real yields as geopolitics and central bank buying drive demand
Gold matches equities but outperforms bonds amid fiat debasement and scarcity-driven demand
Equal-weight underperformance highlights Magnificent Seven dominance, with cyclical catch-up potential ahead
ISM new orders point to stronger S&P earnings but downside risk remains if forecasts slip
South Korea export rebound signals improving global trade and lower near-term recession risk
US manufacturing orders-to-inventories ratio signals global growth recovery and production rebound
US inflation expectations have normalised near 2%, supporting Fed rate cuts if they remain anchored
