implicit
explicit
explicit
explicit
explicit
gold sharp up
Cboe
7.2
Financial infra
Kevin Hincks 3.0
Financial infra
Kevin Hincks 3.0
8/8/2025 4:30:21 PM
dxy
US dollar moved down from 100 to about 98 recently, driving a tailwind for gold.
metals
Gold at highest level since June 2nd with a strong run recently.
Inferred 'sharp up' is too strong; the interviewee described a strong but not explicitly 'sharp' rise.
| 8/1/2025 4:42:53 PM | short term sharp up | 7 days later | -0.34% | -0.51% |
ndx
Nasdaq had its best week since June with large cap tech stocks rallying.
| 8/7/2025 4:45:01 PM | short term up | 5 days later | +1.01% | +1.01% |
wti
Crude oil down over 4% this week from 70.5 on July 30th to about 64 now.
yields
No explicit forecast given about yields direction; noted the 10-year yield creeping higher and expectation of a September rate cut.
Discussion suggests yields may be pressured down by a likely September rate cut but recent creeping higher indicates uncertainty.
| 8/7/2025 4:45:01 PM | short term cautious down | 5 days later | -1.10% | +0.55% |
| 8/1/2025 4:42:53 PM | short term sharp down | 7 days later | +1.74% | -2.61% |
| 7/25/2025 4:30:13 PM | medium term cautious down | 21 days later | -1.79% | +0.89% |
| 7/24/2025 4:45:08 PM | short term up | 5 days later | -0.23% | -0.23% |
