05/09/2025 Daily Reports
• Third Weekly Gain: Gold is on track for a third straight weekly increase, trading around $3,542 per ounce after hitting a record $3,578 earlier this week.
• Jobs Report in Focus: Markets are awaiting Friday’s US payrolls report, which could confirm weakening job growth and strengthen expectations of a Fed rate cut in September.
• Safe-Haven Demand: Concerns over the Federal Reserve’s independence and global economic uncertainty continue to fuel strong investor appetite for gold.
• Fed Politics: Trump’s ongoing attacks on the Fed and attempts to reshape its leadership are adding volatility. Analysts at Goldman Sachs warned gold could rally to nearly $5,000 if Fed independence is compromised.
• Silver Outshines Gold: Silver is up more than 40% this year, recently breaking above $40 for the first time since 2011, with industrial demand in clean-energy tech adding support.
• ETF Inflows & Tight Supply: Investors are pouring into silver-backed ETFs, leading to tighter physical markets and sharply rising lease rates above 5%.
• Technical Signals: Despite overbought conditions, gold remains one of the best-performing commodities in 2025, up more than a third year-to-date.
• What’s Next?
Gold’s resilience shows how deeply investors doubt economic stability and Fed independence. While near-term corrections are possible if jobs data surprises, the long-term trajectory looks bullish — especially if political pressures on the Fed intensify and capital flows shift from Treasuries into precious metals.
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US stocks are poised for a rally as a recent jobs report sparks speculation about interest rate cuts. Broadcom has surged in response to strong AI prospects, while Lululemon has experienced a decline following a revised guidance statement. Meanwhile, German factory orders have shown a significant decline.
• U.S. markets are showing signs of growth after a surprisingly weak jobs report for August, with nonfarm payrolls rising by a mere 22,000, far below expectations. The softer-than-expected data, which also saw the unemployment rate rise to 4.3%, has fuelled investor hopes for a Federal Reserve interest rate cut, causing bond yields and the dollar to fall.
• In corporate news, the semiconductor sector is experiencing a positive trend, driven by Broadcom. The company’s shares increased in value before the market opened following the announcement of a 63% surge in revenue related to artificial intelligence and the issuance of a robust sales forecast. However, the retail sector is facing challenges following Lululemon’s decision to cut its full-year guidance, citing the impact of new U.S. tariffs and softer demand, resulting in a decline in its stock value.
• Meanwhile, Germany’s industrial sector continues to face challenges, with factory orders declining for the third consecutive month in July. This highlights a somewhat uncertain backdrop for its export-driven economy. A significant change for the German index sees Porsche AG set to exit the DAX on 22 September, with Scout24 set to take its place. In Japan, the Nikkei closed higher, tracking Wall Street. New data on wages and household spending has further fuelled the debate about a potential policy normalization by the Bank of Japan.
