The world's largest gold ETF fund, SPDR Gold Trust, just reported a holding decrease of 0.855 tons in a single day, dropping to 1,055.696 tons. This is a significant signal: SPDR is a gauge of institutional money flow sentiment. When the "whales" sell gold, pressure on the precious metal's price can increase, especially in a market sensitive to bond yields and Fed actions. Is this just a technical correction, or a sign that large capital is shifting to other investment channels?

The recently released September nonfarm payroll report is a real shock: • Only 29,000 jobs were added, while the forecast was 90,000 — nearly 2/3 shortfall. • August data was sharply revised down from 162,000 to 133,000. • The private sector added only 46,000 jobs, far below the expected 85,000; August was also revised down from 127,000 to 89,000. The unemployment rate rose to 4.2%, higher than the expected steady 4.1%. A rare bright spot: the labor force participation rate edged up to 61.8%, and the broad U6 unemployment rate slightly decreased to

Key Takeaways Bitcoin buyers have absorbed a major sell wall near $85,000 after nearly a week of repeated attempts, according to Glassnode. The remaining sell orders around the key price level appear to have been withdrawn. Glassnode said sell-side liquidity above BTC has decreased, potentially reducing immediate resistance to further gains. With fewer sell orders overhead, the analytics firm believes Bitcoin's upward price movement could accelerate if buying demand persists. Bitcoin has cleared

US initial jobless claims totaled 197,000 for the week ending September 26, below the 200,000 expected and the prior week's revised 198,000. The figure is the third labor market data point this week, following ADP private payrolls at 90,000 and ahead of Friday's official non-farm payrolls report. Claims Below 200,000 Describe a Tight Labor Market The level matters more than the weekly change. Initial claims measure people filing for unemployment benefits for the first time, so they track firi

This is one of the most data- and event-packed weeks of September, with the spotlight on US CPI and the ECB meeting—two factors capable of shifting the global market landscape. 🇺🇸 US CPI – Key for the Fed: August CPI data will be released on Thursday and Friday. If inflation cools significantly, the likelihood of a Fed rate cut in September will surge, providing a boost to stocks and gold. Conversely, if CPI comes in hotter than expected, dovish expectations could be dashed, putting pressure o

This week, the market will receive a series of key data releases, particularly regarding employment indicators. These could provide the final pieces of the puzzle to help the Fed decide whether to maintain current interest rates or raise them. ⏰ Schedule below is in Vietnam time: 📌 Monday – August 31 20:30: US stock market opens. Investors will react to new developments regarding the oil agreement between the US and Venezuela. 📌 Tuesday – September 1 21:00: ISM Manufacturing PMI release. 21:00

Key takeaways from Warsh: • The US economy remains strong, with rapid growth in business investment. • The labor market remains stable. • Recent inflation data has been better than expected, but not enough to confirm a definitive shift in the trend. • The 2% inflation target remains unchanged, and the Fed must continue to prioritize price stability. • Current financial conditions cannot even be described as "tight." 👉 Simply put: The Fed has no immediate reason to cut interest rates. If inflati

The Information just revealed: Nvidia has reached an agreement to acquire Hugging Face, the world's leading open-source AI platform, for $12.9 billion. This is one of the largest M&A deals in AI history, demonstrating Nvidia's ambition to dominate the entire value chain from hardware to software. Hugging Face is not only a repository of hundreds of thousands of open-source AI models but also the center of the global AI development community. Nvidia owning this platform helps them control everything from chip infrastructure, framewo

1. GLOBAL GOLD MARKET OVERVIEW: Neo steady at $4,521 - $4,523/oz, maintaining stable upward momentum. GLOBAL SILVER: Holding the $68.14/oz mark, benefiting doubly from industrial demand and safe-haven appeal. CRUDE OIL: WTI (USOIL) trading at $86.50 - $86.70/barrel; BRENT holding at $93.70 - $93.80/barrel. 2. FUNDAMENTAL (MACRO) ANALYSIS GEOPOLITICAL ESCALATION: Israel airstrikes on Ali al Taher hill (Lebanon) along with sharp statements from Mr. Trump about Iran targeting semi-neutral countries (Saudi, UAE, Qatar...) are driving risk premium higher