skinny.

Latest / GoldFix

Silver up 5% as Physical Demand Triggers CTA Panic

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

Housekeeping: Good Morning

Featured Analysis:

In Other News:

Data on Deck: Unemployment

MONDAY, AUGUST 3

* 9:45a Final Manufacturing PMI (prev 53.8 → est 53.8)

* 10a ISM Manufacturing PMI (prev 53.3 → est 54.0)

* 10a ISM Manufacturing Prices (prev 73.0 → est 70.0)

* 10a Construction Spending m/m (prev 0.1% → est 0.2%)

* 10:15a Omdia Total Vehicle Sales (prev 16.5M → est 16.3M)

* 2p Loan Officer Survey

TUESDAY, AUGUST 4

* 10a JOLTS Job Openings (prev 7.59M → est 7.44M)

* 10a Factory Orders m/m (prev -1.3% →…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.