All Macro-Thematic Trend Reports:

Bessent and Trump threaten to flip over the chess board if Democrats win (FFTT, 10/27/26)

If the Democrats win you will have a 1929-style economic depression.  I hope I’m wrong on that.     -President Donald Trump, via Axios, 10/17/26 Trump has repeatedly warned crowds and reporters across multiple states—including stops in Texas, Tennessee (Clarksville), Montana, South Carolina (Pendleton), Oklahoma (Durant), Florida (Fort Myers), Mississippi, and Corinth—that a Democratic victory in Congress would trigger a 1929-style economic depression, often pairing the warning with a pledge of a $5,000 “Trump dividend” if Republicans

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“Capital flight into gold” a big reason China 10y yields are among the lowest in world (FFTT, 10/13/26)

To a certain extent, the price of gold is going to tell you who is going to win in that effort to de-dollarize Asia. If gold goes up, it’s China. If gold goes down, it’s the US.     -Charles Gave, on MacroVoices, 5/10/18 China’s trade surplus over the last 12ms looks flat. But take out the surge in gold imports, and it is clearly still rising. It is now about a trillion dollars bigger than it

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