US liquidity trends remain supportive despite limited scope for rate cuts
Gold miners remain undervalued despite strong gains, suggesting further upside in the cycle
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
