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Stocks and gold pulled back even with a widely expected Fed rate cut days away. Here’s how the 10-year, earnings headlines, dollar strength, and profit-taking all intersected to drive today’s tape.
Rates & Yields (📉📈)Central banks are pulling back trillions in liquidity after years of easy money. We examine how this liquidity drain – in the US and globally – impacts stocks, the economy, and what it signals for the future.
Liquidity, QE/QT & Collateral (💧🏦)The Federal Reserve just delivered its second rate cut of the year and signaled an end to Quantitative Tightening — confirming what I’ve been predicting for months. Here’s why this pivot was inevitable, what it means for liquidity, gold, crypto, and equities,…
Liquidity, QE/QT & Collateral (💧🏦)The Federal Reserve cut rates to 3.75%–4.00% and scheduled the end of QT for December 1, 2025. Liquidity is turning, market plumbing is tight, and the setup for renewed balance-sheet expansion in 2026 is forming. This is the melt-up window — where asset holde…
Liquidity, QE/QT & Collateral (💧🏦)Stocks bounced but breadth stayed weak as bonds firmed and gold struggled. AI names recovered, Japan’s rally rekindled 1980s bubble talk, and the U.S. shutdown risked disrupting SNAP into December. Here’s the Nov 5, 2025 market wrap with charts and key takeaw…
Signals & Charts (📈)
