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How Israel is losing America [The Economist]
In the 66th episode of the Market Misbehavior podcast, Dave speaks with Ian Reynolds, Director of Suberia Capital. Ian discusses lessons learned as a market maker in London, the evolution of market structure and technology, managing the mental game of trading, upside for Bitcoin, inflection points for the US Dollar, and why investors need to pay attention to gold. Recorded 9/9/25.
Bitcoin moving lower to tag the inverse head and shoulders neckline. Nothing happening in BTC just USD slightly higher this morning.
Silver and Gold continue the good work from Friday.
USD, via DXY, moving up again. Markets seem to be in the middle of a repricing i.e. you won't get a dip (or rally) until it's over.
DXY Daily
Long yields are up across the board this morning, with China's being the star performer - gapping up ahead of PBoC monetary policy statement this morning.
China 30 Year Government Bond Yield Daily
Interesting