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GoldFixPM: Market Recap

GoldFixPM: Market Recap

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VBL
Apr 04, 2025
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GoldFixPM: Market Recap
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Housekeeping: This is the PM GoldFix post combining AM emails with additional intraday posts.

Have a good weekend!

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Morning Rundown:

China Retaliates— What it Means

China Retaliates— What it Means

VBL
·
Apr 4
Read full story


Macro-Economics/Commodities:

GS: Commodity Comment

GS: Commodity Comment

VBL
·
Apr 4
Read full story

Geopolitics/Elections:

Breaking: Scott Bessent on Gold, Fed Corruption and more

Breaking: Scott Bessent on Gold, Fed Corruption and more

VBL
·
Apr 4
Read full story

Founders:

**Founders: Early Look

**Founders: Early Look

VBL
·
Apr 4
Read full story

MARKET SNAPSHOT:

The session divides cleanly into two parts: pre- and post-jobs data.

Before 8:30 a.m. ET, market action was already heavy. Yields on the 10-year were at 3.94%, down 9 basis points. The dollar stood at 102.96, up a full percentage point following the release. The S&P 500 was down 2.54% at 5,133, while the VIX surged 34% to 40.25—testing the highest weekly close since COVID, and perhaps earlier.

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