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Limit Up! 6th August 2025

Written by Ian Reynolds | Aug 5, 2025 9:40:54 PM

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Overnight

US Economic Indicators Released Overnight

US purchasing managers report weaker across the board except for the inflationary part, supports current market narrative, albeit just post Nonfarm Payroll, of stagflation.

Wall Street ends lower as investors consider tariff impact on results, economy [Reuters] 

US Equities

Breaking

Trump Says He Will Hike India’s Tariffs Over ‘Next 24 Hours’ [Bloomberg]

China Is Choking Supply of Critical Minerals to Western Defense Companies [Wall St Journal]

Bitcoin

More bearish price action for BTC. We're looking for a last washout of recent investors to set us up for the 4 year cycle blow off top. This consolidation could last a month before we get the action.

BITCOIN/USD Daily

Commodities

The good bounce in Silver is looking to revisit the $39 level. Gold solid as well with Bitcoin consolidating. 

SILVER/USD Daily

Foreign Exchange

We haven't looked at Cable too much since the strong uptrend broke, but clearly now the retrace to the scene of the crime and subsequent strong rejection has us in a bear flag. 

GBP/USD Daily

Equities

NASDAQ couldn't sustain the strong rebound. NFP has caused market participants to re-evaluate strength of the US economy and we'll need solid proof before we head higher.

NASDAQ COMPOSITE Daily

Bonds

Longer bond yields beginning to drop now. Weakness of the economy now overriding debt/inflation issues

US 30 Year Government Bond Yield Daily

Interesting

RBA expected to kill rapid-fire rate cut hopes, say economists [AFR]

Economic Indicators Today