Dear All,
Japan has increased interests rates to 3.5%
And the US are asking for a rate cut..
The dollar will weaken and Yen will go back home..
treasury bonds will be sold. And the buyer of last resort will have to step in.
In this madness, assets will be used to hedge. Gold does not hold much relevance or significance compared to Silver when it relates to industry usage. Especially semiconductors.
When orders are made, delivery will be expected. Orders are priced in when Silver is lower. Come to manufacturing the order, silver will be priced higher. Companies will be forced to deliver their sales and accept the cost of inflated silver. There will be losses incurred or profits and margins will be affected.
There are now export controls in place. Tarriffs to compund that. Add in the new spending for the newly acquired south american territory.and you will have the craziest reports coming soon in the next earnings season.
28th Jan, nobody wants a rate cut, neither will anybody prefer a rate hike but how to mitigate the next Japan interest rate hike?
Exciting times ahead. And it seems SOXL has topped. How will the reversal be in the coming days?
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