Housekeeping: This is the PM GoldFix post combining AM emails with additional intraday posts.
Tomorrow Morning Rundown: Thursday will be excerpting a new UBS Precious Metals report which covers the whole sector. They like Gold, love Silver, and now have Platinum on their radar (after being bearish in 2024) for H2 2025. Full report will be transcribed tomorrow as well. Founders early access at bottom.
Morning Rundown:
Macro-Economics/Commodities:
Geopolitics/Elections:
Founders:
The pictures are wrong. The U.S. likely has no gold anymore. China & Russia have it now.