Tag: morgan stanley
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Wealthion Macro Bites 11/3/25
The White House released a detailed memo outlining Thursday’s Trump/Xi trade agreement. China will pause for one year recently imposed export controls on rare earth minerals and magnets in favor of issuing “general licenses for exports of rare earths, gallium, […]
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Wealthion Macro Bites 10/8/25
Gold fundamentals continue to coalesce. Expectations for Fed easing, anti-dollar sentiment, deteriorating U.S. finances, geopolitical stress and now the short-term catalyst of a U.S. government shutdown have powered spot gold to a $4,050 in early morning trading, up 54.3% ytd […]
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Wealthion Macro Bites 9/29/25
While equity markets have so far shrugged off rising probabilities of a Wednesday government shutdown, the U.S. dollar continues to weaken and spot gold touched a new all-time high ($3,820). The current shutdown episode comes at a tricky time. Wednesday […]
