Housekeeping: Good Morning.

The reset is a process, not an event

Topics:

* Replacement Migration Was Part of the Plan

* Canada Exports More Gold to China Than Anything Else

* US Imports of Swiss Gold Surge 51 Tons in July

* Jackson Hole Final Breakdown

* Gold and Silver Chart Comment

Market Analysis:

More in the Premium Post: Canada Exported 10x More Gold To China Than Stated

More in the Premium Post: US Imports of Swiss Gold Surge 51 Tons in July

Related Posts:

This Weekend:

Data on Deck: Housing/ Jackson Hole

* MONDAY, AUG. 18 10:00 am Home builder confidence

* TUESDAY, AUG. 19 8:30 am Housing starts July

* WEDNESDAY, AUG. 20 2:00 pm Minutes of July FOMC meeting

* THURSDAY, AUG. 21 PMIs , Housing data

* FRIDAY,AUG. 22None scheduled

Community Chat:

Charts and Final Market Check: Bollinger bands daily/weekly

Jackson Hole.

Per yesterday: Markets are expecting a very dovish Powell based on STIRS, and the anticipation of further revisions downward in employment.

Several Banks are less sanguine however, now thinking Powell will likely punt his bias on rate cuts until last minute given he has two more data points (NFP and CPI) to squeeze in before he announces in September. We will see

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