Nejc Cajner
๐Ÿ” ๐Œ๐š๐ซ๐ค๐ž๐ญ๐ฌ ๐๐ฎ๐ฅ๐ฌ๐ž โ€“ ๐Ž๐œ๐ญ๐จ๐›๐ž๐ซ ๐Ÿ๐Ÿ‘, ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“ Some major themes emerged today โ€” from precious metals surging, to trade tensions, and renewed caution across markets. ๐Ÿงˆ ๐‘ฎ๐’๐’๐’… & ๐‘บ๐’Š๐’๐’—๐’†๐’“ ๐‘ฏ๐’Š๐’• ๐‘น๐’†๐’„๐’๐’“๐’…๐’” Amid rising U.S.โ€“China tensions and hopes for Fed cuts, gold soared to new highs and silver crossed $50/oz for the first time. Investors are increasingly looking beyond gold โ€” silver, platinum, and palladium are gaining attention for their industrial demand and inflation hedge potential. โš–๏ธ๐‘ฌ๐’๐’†๐’—๐’‚๐’•๐’†๐’… ๐‘ฎ๐’†๐’๐’‘๐’๐’๐’Š๐’•๐’Š๐’„๐’‚๐’ & ๐‘ด๐’‚๐’“๐’Œ๐’†๐’• ๐‘น๐’Š๐’”๐’Œ ๐‘พ๐’‚๐’“๐’๐’Š๐’๐’ˆ The G20โ€™s financial watchdog (FSB) has flagged the current surge in asset valuations as a possible precursor to a financial crash. The worry: markets may be misaligned with real economics. At the same time, Chinese markets sank after renewed U.S. trade threats โ€” Hang Seng dropped ~3.5%, and many tech names felt the pull. ๐Ÿ“ˆ ๐‘ผ.๐‘บ. ๐‘ญ๐’–๐’•๐’–๐’“๐’†๐’” & ๐‘ด๐’‚๐’“๐’Œ๐’†๐’• ๐‘บ๐’†๐’๐’•๐’Š๐’Ž๐’†๐’๐’• After a sharp Friday sell-off, U.S. index futures rebounded following a softer tone from Trump about China. Still, the past week ended with steep losses; the S&P, Dow, and Nasdaq pulled back as trade fears resurfaced and macro clarity remains low. ๐Ÿ” What to Watch Next Will AI/tech continue to lead or crack under valuation pressure? Can metals like silver and platinum maintain momentum? Will trade tensions escalate or cool, and how will the Fed respond with limited data coming due to the shutdown? ๐Ÿ‘‰ Question for you: Do you think recent metal surges are a safe-haven play or an overshoot? And which sector do you trust more in this environment โ€” tech, raw materials, or something else? As always, thank you for reading, and wish you all the best, Nejc. $GLD (SPDR Gold) $SLV (iShares Silver Trust) $SPX500 $NSDQ100 $HKG50
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