PA宏观
5Followers6Articles
The Triple Resonance of Bitcoin's Bottom: The Ultimate Direction of Macroeconomics, On-Chain Economics, and Miner Economics
A deep dive into the physical and emotional bottom of Bitcoin's current cycle.
PA宏观
CITIC Securities: Short-term pullback does not change the spring rally; "technology + resources" remains the main theme.
Although the recent profit-taking in the "weak dollar trade" triggered by the nomination of the Federal Reserve Chairman (expectations of Warsh taking office) has caused a huge shock in global gold and silver prices and a sell-off in A-share broad-based ETFs, putting the market under short-term downward pressure, this will not end the "spring rally".
PA宏观
CICC: When Gold and US Treasuries Rise Together
To end the gold price trend, the US needs to pay a heavy price to rebuild trust in US debt and resolve the dilemma of choosing between low inflation, low interest rates, and dollar hegemony.
PA宏观
Gold Breaks Through the Stock Market: The 1.45 Lifeline and the Truth Behind Your Shrinking Assets
The S&P 500/gold ratio is currently 1.45, and historically, it has triggered crises on each of the three previous dips. Analysts warn that a gold-dominated cycle has begun, with stocks and cryptocurrencies continuing to depreciate relative to gold, and a key turning point may occur in 2026.
PA宏观
Supply determines survival: The global landscape of tin, antimony, tungsten, and molybdenum, and China's central role.
The article explores the strategic value of minor metals such as tin, antimony, tungsten, and molybdenum, analyzes the global supply pattern, emphasizes China's advantages in the fields of tungsten, antimony, tin, and molybdenum, and points out the impact of the production stoppage in Wa State, Myanmar on tin prices, highlighting the importance of resource security.
PA宏观
Full text of U.S. Treasury Secretary Benson's speech and Q&A: It will take 2-3 years for China and the United States to reach a trade agreement, which will balance the relationship between manufacturi
In his speech, he said that the United States and China have the opportunity to reach a big deal: the United States will reshape the trade balance by strengthening manufacturing, and China will reduce its reliance on exports and move more toward a "domestic circulation." If China is serious about moving in this direction, the United States and China can work together.
PA宏观
U.S. debt collapses, markets are in danger: Will the U.S. financial system face a "life and death moment"?
The sell-off of U.S. Treasuries intensified further during the Asian session on Wednesday. In this critical moment, will the Federal Reserve take action?
PA宏观
Industry News
Market Trends
Curated Readings
Subscribe