Warsh Fed Signal Hits Yields & Metals, Commodity Rally Without Energy, Trade Surpluses Clash, India
Автор: rajesh kazhipurath
Загружено: 2026-02-01
Просмотров: 70
Описание:
February 2 delivered a dense macro cocktail as Kevin Warsh’s Fed narrative pushed US yields higher, pressuring gold and silver, while commodities rallied on supply stress rather than energy demand—an inflation problem policymakers didn’t order. Global growth optimism masked rising trade surplus tensions, and India stood out with accelerating financialization of household savings and defence exports scaling into a geopolitical growth engine. One day, multiple fault lines—quiet on the surface, noisy underneath.
#MacroeconomicAnalysis #FederalReserve #BondYields #GoldSilver #CommodityMarkets #InflationSignals #GlobalTrade #IndianEconomy #IndiaDefence #HouseholdSavings #GlobalMacro #MarketSignals #EconomicOutlook #RajeshKaz
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