Gold ATH, Silver Breaking Out
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Housekeeping: Good Morning. We will be doing a breakdown on Swap dealer risk and roles tomorrow on this program
Today:
* Premium Analysis: Bank Commodity Flow Analysis
* News: Bretton Woods 3 in Russia?
Premium Analysis: Bank Commodity Flow Analysis
The Fed delivered a 50 bps cut and highlighted its ‘dual mandate’ as policymakers, led by Chair Powell, shift their focus from inflationary pressures to a loosening US labor market.
In anticipation, our quarterly report highlighted key conviction views across…
The skinny
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