Wow i did not think about the china owned debt, esp so much of it as well. Also just read an article stating that the FED SF found issues with SVB's interest risk tracking a year ago. So it looks like both are to blame here, FED for not taking ...

Although i believe you are correct with the FED causing this issue by speed ramping their hikes. The issue started when SVB unloaded their entire long term bonds - taking a 2bn loss and then further tried to compensate with a capital raising. Was it ...

The german finance minster has also said that their financial system is stable, if the domino stops with credit suisse, then hopefully we will see a huge improvement on sentiment regarding the banking crisis. This in turn will allow for profit ...

Good time to short dont you think? Go for a medium term trade and collect those swaps on the way down

Also, its worth noting that the swaps on shorts for gold is a nice bonus as well. in it for the medium term here i think

I think this is the trade to go, i believe gold has hit its peak for now. The primary driving factor for the ramp up today seems to be that the 10 year yields are declining significantly due the fear still ongoing, i mean its only been a week since ...

I am of the same mindset that gold has retreated because swiss central bank has given the bank a lifeline and has started to ease certain fears that people had that a banking crisis was about to start in the european market. also its been said that ...

I think this is the case, if the CPI data is higher than expected, the fed will be far more hesitant to raise rates due to the recent bank failures. If the CPI data is lower than expected than it would only fuel the bulls and push it higher. I think ...