Housekeeping: Good Morning:

Things are Happening Faster Now

Topics:

* Breaking: Indonesia Tariffs Gold Exports

* Coming Soon: China “Secret” Buying Triples in September

News/ Analysis:

* Continues in the premium post: Breaking: Indonesia Tariffs Gold Exports

Related Posts:

ICYMI

Coming Soon/ Chat:

Data on Deck: PMIs

* MONDAY, NOV. 178:30 am Empire State manufacturing survey

* TUESDAY, NOV. 18 Home Builders

* WEDNESDAY, NOV. 19 Minutes of FOMC Meeting

* THURSDAY, NOV 20 Existing Home Sales

* FRIDAY, NOV. 218 PMIs

Charts and Final Market Check:

Housekeeping: Good Morning:

Things are Happening Faster Now

Topics:

* MSA: Gold and Silver Market Dominance Over Stocks is Here

News/ Analysis:

* Continues in the premium post: Gold and Silver Market Dominance Over Stocks is Here

* Learn More About Michael Oliver’s MSA Research here

Related Posts:

ICYMI

Coming Soon/ Chat:

Data on Deck: PMIs

* MONDAY, NOV. 178:30 amEmpire State manufacturing surveyOct.10.79:00 amFederal Reserve Vice Chair Philip Jefferson speaks1:00 pmMinneapolis Fed President Neel Kashkari speaks3:35 pmFederal Reserve governor Christopher Waller speaks

* TUESDAY, NOV. 188:30 amImport price indexOct.NA8:30 amImport price index minus fuelOct.NA9:15 amIndustrial productionOct.NA9:15 amCapacity utilizationOct.NA10:00 amHome builder confidence indexNov.3710:30 amFederal Reserve governor Michael Barr speaks

* WEDNESDAY, NOV. 198:30 amPhiladelphia Fed manufacturing surveyNov.-12.88:30 amHousing startsOct.NA8:30 amBuilding permitsOct.NA2:00 pmMinutes of Fed’s October FOMC meeting

* THURSDAY, NOV 208:30 amInitial jobless claimsNov. 15NA10:00 amExisting home salesOct.4.06 million10:00 amU.S. leading economic indicatorsOct.NA11:00 amFederal Reserve governor Lisa Cook speaks1:40 pmChicago Fed President Austan Goolsbee speaks6:45 pmPhiladelphia Fed President Anna Paulson speaks

* FRIDAY, NOV. 218:30 amFederal Reserve governor Michael Barr welcoming remarks8:45 amFederal Reserve Vice Chair Philip Jefferson speaks9:00 amDallas Fed President Lorie Logan speaks9:45 amS&P flash U.S. services PMINov.54.89:45 amS&P flash U.S. manufacturing PMINov.52.510:00 amConsumer sentiment (final)Nov.50.3

Charts and Final Market Check:

Housekeeping: Good Afternoon. Find attached a (much) anticipated promised Gold breakdown. Also find a complete detailed walkthrough of the report’s important points, what we feel is imperative for it to be accurate going forward, and the nuances involved in understanding this bank’s particular approach to Gold and Oil in the commodity markets.

Previously:

* First BOA did their “Gold Primer" for institutional clients.

* Then Goldman did their ‘Ultimate Gold Primer’ after declaring “The 60/40 is Dead”.

* Next in September, Morgan Stanley said they were “rethinking the 60/40 “ just as JPMorgan flagged Gold on a path to $6,000

Now a new entrant emerges. One that will join the LBMA next year

**NOTE: Audio Only Until 16:10**

Housekeeping: Very actionable report, little direct mention of PM, but bullish commodities, still bearish USD

TL/DR

Hartnett’s latest describes a market shaped by easing financial conditions, record inflows, and policy optimism. Yet structural strains (AI debt buildup, inflation management, and uneven Main Street credit) persist. Investors stay long risk into 2026, rotating toward China,, Japan, and small caps as financial, growth, and inflation dynamics shift.

Housekeeping: Good Morning:

Things are Happening Faster Now

Topics:

* FT Confirms China’s Secretive Gold Purchases

News/ Analysis:

Related Posts:

ICYMI

Coming Soon/ Chat:

Data on Deck: Jobs- Shutdown over?

* MONDAY, NOV. 10None scheduled

* TUESDAY, NOV. 11 Veterans Day holiday, bond market closed

* WEDNESDAY, NOV. 12 Fed speakers

* THURSDAY, NOV. 13 CPI

* FRIDAY, NOV. 14 PPI

Charts and Final Market Check:

Housekeeping: Good Morning:

Things are Happening Faster Now

Topics:

* Tether is making a major move in the gold market

News/ Analysis:

Related Posts:

ICYMI

Coming Soon/ Chat:

Data on Deck: Jobs- Shutdown over?

* MONDAY, NOV. 10None scheduled

* TUESDAY, NOV. 11 Veterans Day holiday, bond market closed

* WEDNESDAY, NOV. 12 Fed speakers

* THURSDAY, NOV. 13 CPI

* FRIDAY, NOV. 14 PPI

Charts and Final Market Check:

Housekeeping: Good Morning:

Things are Happening Faster Now

Topics:

* Why Has Russia Stopped Selling Gold?

* Chinese Tech Firm Gifts $45,000 Gold Spacebar Key to Employee

News/ Analysis:

* Continues in Premium Post: Why Has Russia Stopped Selling Gold?

Related Posts:

ICYMI

Coming Soon/ Chat:

Data on Deck: Jobs- Shutdown over?

* MONDAY, NOV. 10None scheduled

* TUESDAY, NOV. 11 Veterans Day holiday, bond market closed

* WEDNESDAY, NOV. 12 Fed speakers

* THURSDAY, NOV. 13 CPI

* FRIDAY, NOV. 14 PPI

Charts and Final Market Check:

Housekeeping: Good Morning:

Things are Happening Faster Now

Topics:

* Coming Soon: What is Russia Doing With its Gold?

* Preview: Gold’s True Value, Finally Explained

News/ Analysis:

Continues in Premium Post: BCA: Gold’s True Value, Finally Explained “to be released at noon

Related Posts:

ICYMI

Coming Soon/ Chat:

Data on Deck: Jobs- Shutdown over?

* MONDAY, NOV. 10None scheduled

* TUESDAY, NOV. 11 Veterans Day holiday, bond market closed

* WEDNESDAY, NOV. 12 Fed speakers

* THURSDAY, NOV. 13 CPI

* FRIDAY, NOV. 14 PPI

Charts and Final Market Check:

Housekeeping: Good Morning:

Things are Happening Faster Now

Topics:

* DB: Gold Correction Likely Over.

* Gold Up $100, Silver Back Above $50

News/ Analysis:

Continues in Premium Post: DB: Gold Correction Likely Over, China VAT Unimportant

Related Posts:

ICYMI

Coming Soon/ Chat:

Data on Deck: Jobs- Shutdown over?

* MONDAY, NOV. 10None scheduled

* TUESDAY, NOV. 11 Veterans Day holiday, bond market closed

* WEDNESDAY, NOV. 12 Fed speakers

* THURSDAY, NOV. 13 CPI

* FRIDAY, NOV. 14 PPI

Charts and Final Market Check:

Housekeeping:

“You know Fed will be buying AI hyperscaler bonds when they next do QE”

- Michael Hartnett Zeitgeist

The AI bubble is hitting its funding wall. A surge in corporate bond issuance from names like Meta and Oracle has driven spreads wider, revealing deep cracks in credit markets. Hartnett’s shorting hyperscaler bonds, calling it the first real “burst” signal.