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Saturday, September 13, 2025 by Christoph Schmid|Comment closed
within category bitcoin,BTC,Ether,ETH,Solana,SOL,XRP,cryptocurrency,ETF,institutional adoption,blockchain,volatility,digital assets
The cryptocurrency market continues to show strong momentum, with Bitcoin (BTC) up +3.5% since Monday, reaching over $115,000. This increase is driven by a massive inflow into spot Bitcoin ETFs, totaling more than $1.6 billion since the start of the week. The total assets under …
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Saturday, September 13, 2025 by Christoph Schmid|Comment closed
within category oil,crude,Brent,WTI,OPEC+,Russia,Ukraine,sanctions,supply surplus,demand,geopolitical risk,energy markets
The energy market, particularly oil, is currently caught between abundant supply and geopolitical tensions that strongly influence prices. According to the International Energy Agency (IEA), a record production surplus is expected by 2026, mainly due to the return of OPEC+ produ…
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Saturday, September 13, 2025 by Christoph Schmid|Comment closed
within category FedEx,logistics,e-commerce,US import taxes,small parcels,Fed policy,trade flows
The past week has been marked by renewed optimism in global financial markets, particularly in the United States, where Wall Street reached new record highs. This momentum has been driven by the almost certain expectation of a Federal Reserve rate cut, following mixed econom…
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Saturday, September 13, 2025 by Christoph Schmid|Comment closed
within category Fed,interest rates,U.S. labor market,inflation,equities,bond yields,monetary policy,investor sentiment,macroeconomic outlook,September rally
The current macroeconomic environment appears favorable for financial markets, with stocks bucking their usual September decline. This year, seasonality seems to have little effect in the face of the near-certainty of an interest rate cut by the Federal Reserve (Fed) next week. …
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Saturday, September 13, 2025 by Christoph Schmid|Comment closed
within category gold,copper,LME,central banks,Fed,interest rates,supply disruption,commodity markets,industrial demand,inflation hedge
The metals market has been particularly active this week. Gold has reached new highs, hitting $3,674 per ounce, supported by central bank accumulation, notably by China, and by expectations of interest rate cuts from the Fed. At the same time, industrial metals, such as copper, …
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Thursday, September 11, 2025 by Christoph Schmid|Comment closed
within category Geoengineering,Carbon Removal Technologies,Direct Air Capture,Ocean Alkalinity Enhancement,Climate Finance & Policy,Corporate offtake agreements,Sustainable Investment,ESG,Emissions Reduction
🌡️ Climate Urgency Meets Radical Proposals
The Arctic and Antarctic are warming at unprecedented rates. The Arctic is heating nearly four times faster than the global average, while Antarctica’s ice shelves are fracturing and accelerating sea-level rise. These changes a…
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Saturday, September 6, 2025 by Christoph Schmid|Comment closed
within category Bitcoin,Ethereum,Solana,Binance Coin,Crypto,Blockchain,ETFs,Digital Assets,Diversification,SQ,COIN,GBTC,BITW
This week, Bitcoin (BTC) has rebounded 4.5% since Monday, recovering last week’s losses and now trading roughly $10,000 below its all-time high in August. Historically, September is a weak month for BTC: since 2013, it has averaged a -3.19% return, making it the worst month of the year for the cryp…
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Saturday, September 6, 2025 by Christoph Schmid|Comment closed
within category PICK,COPX,FCX,BHP,GLEN,Copper,Aluminum,Zinc,Tin,Industrial Metals,Mining,ETFs,Commodity Investment,Inflation Hedge
This week, industrial metals, particularly copper, have shown strong momentum. The three-month LME copper contract traded around $9,939 per ton, near a five-month high. Several factors are supporting this bullish trend: a weaker dollar, hopes for an economic rebound in China, and expectations of a …
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Saturday, September 6, 2025 by Christoph Schmid|Comment closed
within category Gold,Silver,ETFs,Mining Stocks,Inflation Hedge,Diversification,Commodity Investment
Gold reached a new historic high this week, climbing to $3,560 per ounce, marking its best weekly performance in three months. Since the start of the year, the precious metal has surged 35%. Silver is following a similar trajectory, ending the week at $40.65 per ounce, up 41% in 2025.
This strong …
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Saturday, September 6, 2025 by Christoph Schmid|Comment closed
within category Oil,Crude,Brent,WTI,Energy Market,OPEC+,Geopolitics,Commodity Investment,Supply Risk,Inflation Hedge
Oil experienced a third consecutive day of decline on Friday, impacted by a surprise rise in U.S. inventories and rumors of increased production within OPEC+. Over the week, Brent fell to $66.20 per barrel and WTI to $61.70, a decline of roughly 2%.
Despite this drop, the oil market remains suppor…
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Saturday, September 6, 2025 by Christoph Schmid|Comment closed
within category US Economy,Employment,Federal Reserve,Monetary Policy,QQQ,SPV,GLD,TLT,Stocks,Gold,Treasury Bonds,Market Outlook,Investment Strategy
The latest U.S. employment data confirms a clear slowdown in the labor market. In August, only 22,000 jobs were added, compared to the 73,000 expected, confirming trends previously indicated by the JOLTS survey and ADP data. This weakness triggered an immediate bond market reaction: the 2-year Trea…
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Saturday, September 6, 2025 by Christoph Schmid|Comment closed
within category Broadcom,AI chips,semiconductor growth,Broadcom,Nvidia alternative,custom AI processors,OpenAI partnership,NVDA
Broadcom is staking a bigger claim in the AI semiconductor market. The American chipmaker recently reported quarterly results that far exceeded expectations, driven by skyrocketing demand for AI chips. Revenue surged 22% year-over-year to nearly $16 billion, with AI-related activities alone up 63%.…
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Saturday, August 30, 2025 by Christoph Schmid|Comment closed
within category Fragmented Globalization,Decoupling,BRICS,Supply Chain Realignment,Multipolar Trade System,US,China,India,Brazil
Executive Summary: Global Trade Post-Tariffs
Speed read:

Fragmented Globalization: trade splits into regional blocs rather than a single system.
Decoupling: U.S.–China diverg…
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Saturday, August 30, 2025 by Christoph Schmid|Comment closed
within category Gold,Silver,Copper,Aluminium,Nickel,Energy Transition,Inflation Hedge,Fed,Dollar,Safe Haven
Gold and Industrial Metals: Safe Havens and Energy Transition Drivers
Commodities are once again at the forefront of financial markets, driven both by monetary uncertainty and by structural dynamics linked to the global energy transition. Gold, the ultimate safe haven, has just reached a new month…
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Saturday, August 30, 2025 by Christoph Schmid|Comment closed
within category Oil,crude,OPEC+,Energy markets,Russia,Geopolitics,Demand,supply,Inflation hedge
Oil remains one of the world’s most strategic commodities, both as a driver of the global economy and as an indicator of geopolitical stability. After a slight decline on Friday, prices still posted a weekly gain, supported by robust U.S. demand and persistent tensions around Russia. Investors are …
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Saturday, August 30, 2025 by Christoph Schmid|Comment closed
within category Federal Reserve,US economy,Interest rates,Inflation,PCE,CPI,Political risk,Market volatility,FED
Equity markets, particularly in the U.S., are focusing on the prospect of an imminent interest rate cut rather than the geopolitical and economic risks looming over investors. This focus is reinforced by recent strong economic data, which boosts market optimism and investor confidence in controlled…
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Saturday, August 30, 2025 by Christoph Schmid|Comment closed
within category Bitcoin,Ethereum,Solana,Crypto market,Blockchain,Digital assets,Trump,Nasdaq,volatility,Investment opportunity
After reaching an all-time high above $124,500 on August 14, Bitcoin is entering its third consecutive week of correction, falling back into the $110,000–$111,000 range. This correction, representing a drop of approximately 11% over the second half of the month, highlights the inherent volatility o…
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Friday, August 29, 2025 by Christoph Schmid|Comment closed
within category Artificial Intelligence (AI),Disruption,Infrastructure,Stock market performance,Generative AI,NVDA,ADBE,VIX,Shutterstock,Getty Images,Autodesk,Microsoft,Alphabet,Hyperscalers,ManpowerGroup,Robert Half
Artificial intelligence (AI) has emerged as the driving force behind today’s technological revolution, sending the valuations of Silicon Valley giants soaring to historic levels. Nvidia, Microsoft, and Alphabet have all ridden the wave, though not every company has benefited equally.
Nvidia, the u…
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Sunday, August 24, 2025 by Christoph Schmid|Comment closed
within category Trade War,Tariffs,Global Supply Chains,Multinational Resilience,WTO
Origin of the Problem: Trump’s Trade War
Since the announcement of massive tariffs by the Trump administration, international trade has entered a period of unprecedented uncertainty. This “trade war” was initiated to protect certain U.S. industries and reduce the U.S. trade deficit, but its effect…
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Sunday, August 24, 2025 by Christoph Schmid|Comment closed
within category Copper,Gold,Industrial Metals,Precious Metals,Mining,Supply Constraints,PMI,Geopolitical Risk
The metals sector includes both industrial metals (copper, aluminum, nickel…) and precious metals (gold, silver…), forming a strategic pillar of the global economy. Industrial metals are essential inputs for construction, electronics, and renewable energy, while precious metals serve as safe-haven …
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