UK data surprises higher but underlying weakness remains
Yen Weakness Triggers FX Doom Loop Risks and Raises Intervention Prospects
US TGA liquidity drain pressures markets but likely to reverse into election support
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
