Friday, April 25, 2025

Asset Bubbles

 

US Consumer Sentiment


Gold Market Analysis

  • Large funds have been reducing their Net Long positions in Gold since Feb 2025. 
  • Managed Money has been reducing their Longs while increasing their Shorts, with a slight increase in Spreads.
  • The Gold ETF $GLD experienced a huge outflow of $1.3 Billion on Tuesday, the largest outflow in 14 years!















  • Copper Update

    Copper futures hovered below $4.40 per pound on Friday and were on track for a weekly drop of around 24%, pressured by a surprise US tariff ...