The_Elite_Fx

06/10/2025

06/10/2025

28/08/2025

📈📉 Who Attracts More: Stocks, Bonds, Gold or Bitcoin?

According to CryptoRank and Bloomberg, fund flows look like this:

🇺🇸 US Stocks — clear leader with over $90B
🇺🇸 US Bonds — around $55B
🥇 Gold — ~$25B
⭐️ Bitcoin — almost equal to gold, also about $25B
♦️ Ethereum — modest inflows

Notably, Bitcoin ETFs have already matched gold, putting the digital asset alongside traditional safe havens.

19/08/2025

14/08/2025

🌉 Gold Fundamental Update — Rates, Tariffs & Geopolitics

📊 Macro drivers — July core inflation rose at the fastest pace in 2025, while goods inflation stayed subdued. Swap traders still price in a September Fed rate cut, supporting non-yielding assets like gold. The dollar slipped 0.4%, adding fuel.

🇺🇸 Tariff reversal — A CBP ruling last week shocked the market, declaring 1kg and 100oz bars subject to tariffs under Trump’s Aug 7 measures. Trump later tweeted “Gold will not be Tariffed!”, easing panic. Spot-futures spreads narrowed sharply, with NY Comex and London prices nearly aligned.

🌏 Asia’s billionaire gold rush — Ultra-rich clans in Hong Kong, Dubai & beyond are skipping banks to:

🟠Sourcing from African small-scale mines → refining in Hong Kong → sales to Chinese buyers.
🟠3–4% leasing yields from bullion lent to jewelers.
🟠Arbitrage: Dubai discounts → Hong Kong premiums.
🟠Demand in Hong Kong portfolios doubled YoY (HSBC 2025 survey).