If sugar joins the rally alongside oil, the market should brace for a stickier, multi-sourced inflation cycle that echoes past inflationary eras — and challenges the Fed’s easing narrative.

General Mills currently pays a $0.61 per share quarterly dividend, which comes out to a 4.9% yield.

The Cayman Islands bought the most U.S. debt in the year spanning June 2024–June 2025.

A deal could be finalized within days and would mark Berkshire’s largest acquisition since 2022.

Gold came in hard with a rally to a new high, but was pushed back to unchanged at the close. Silver is still hanging in there at some impressive highs.

When gold moves like this independent of dollar weakness, it's not an inflation play. It's a risk hedge. 

The oil markets had a mixed day today.

GC traded down to 4.24% from 4.30% yesterday, which suggests SOFR should also move lower, likely to around 4.17–4.18%.

So the shutdown becomes almost a source of comic relief. History shows these episodes rarely last, and rarely dent GDP meaningfully.

Ethereum continues to lead the DeFi sector, with over $88 billion locked in DeFi applications.

Here's a glance at the major developments on Wednesday.

Yes, there are signs that gold and silver are facing consolidation. But it is equally clear that many investors have simply missed the rally so far and are waiting on the sidelines for more favorable entry points.

Today, several tranches of heavily out-of-the-money Tesla, Inc. call options have traded. TSLA will have to more than double in six months for the trade to be profitable with intrinsic value.

While Washington deflects attention with yet another government shutdown standoff, U.S. economic data deteriorated further in September.

While Google and OpenAI reshape access to online information, Reddit’s curated discussions may become both a tool and a commodity.

The U.S. Dollar Index lost ground for the fourth straight day, revisiting the 97.50 zone amid steady uncertainty surrounding the U.S. government shutdown.

We expect inflation to slightly undershoot the ECB's 2% target in the months ahead.

The Dow Jones continues to hold close to 46,500 despite a U.S. government shutdown.

U.S. Crude inventories rose 1.79M barrels last week, exceeding forecasts and reversing the prior week’s draw.

The Dallas Fed’s Weekly Economic Index has exceeded 1.6 every week since May 2024 and has been tracking in the mid 2s in the past few weeks and throughout most of this year.