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🚨 Geopolitics are escalating — commodities are the place to be in 2026 Last week looked calm — it wasn’t. • S&P 500 futures: –0.37% • Dow Jones Commodity Index: +0.09% Equities stalled. Commodities held firm — despite massive volatility in crude oil and metals. #Macro

The Greenland shock is not about headlines — it’s about power, resources and market structure. In today’s pinned article, I break down how trade policy, geopolitics and central bank credibility are increasingly colliding — and why commodities sit at the center of this shift in

Key events next week (Jan 19 – Jan 23) 📌 Macro focus: U.S. activity softens. Asia takes the lead. FOMC blackout + MLK Day reduce U.S. guidance and liquidity, shifting focus toward China and Japan. Mon – 🇨🇳 GDP (YoY & QoQ) | 🇨🇳 Industrial Production | 🇨🇳 Retail Sales | 🇨🇳

🚨 This week wasn’t about CPI — it was about power Yes, inflation cooled. But the real shift came elsewhere. • Jefferson: policy is near neutral, data-dependent • Bowman: labor market fragility rising beneath the surface • Powell: a rare public defense of Fed independence

🚨 Read this carefully. This is not rhetoric. Trump just laid out, in writing: • 10% tariffs on Europe starting Feb 1 • 25% tariffs from June • explicitly tied to Greenland • framed as national security • with China and Russia named directly • and a clear condition:

🚨 Gold & Silver felt “bad” this week — that’s exactly why this move matters Gold finished the week +1.8%, silver +12.7%. Yet Thursday/Friday felt like disappointment. Why? Because volatility has entered a new regime. This is exactly what second-phase bull markets look like:

🚨 EUR/USD momentum is breaking 📉 The euro failed where it mattered most — at the highs. Last week told a clear story: EUR/USD –0.32% WoW, close near the lows (~1.1598) Monday high near 1.1800 rejected Selling pressure dominated the entire week Positioning confirms the shift:

🟦 FOMC Member Update Michelle Bowman strikes a clear tone: labor market risk > inflation risk Key takeaways: • Inflation: underlying trend near 2% once one-off tariff effects fade • Labor market: still near full employment, but increasingly fragile (weak hiring, rising

🟦 FOMC Member Update Vice Chair Philip Jefferson struck a cautiously optimistic tone on growth — while signaling policy is now near neutral. Key takeaways: • U.S. growth seen around ~2% in 2026, labor market stabilizing but softer • Inflation easing, but core goods prices

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Not a Germany problem. A Europe problem. Storage levels tell the story. EU gas storage is barely ~52% full. Germany already ~44%. France ~45%. Netherlands <40%. TTF is finally reacting: up 7,68% @ 35,705 Euro #TTF #NatGas #Energy #OOTT

🚨 TTF gas squeezes higher — again TTF up another ~5%, touched €35/MWh, the highest since late July. Now trading around €34.8. #TTF #NatGas #Energy #OOTT

🚨 NatGas storage miss + key technical test EIA just reported a -71 Bcf withdrawal (consensus -89 Bcf): Far below 5-yr avg: -146 Bcf vs last year: -227 Bcf Inventories still +106 Bcf vs 5-yr avg End-March stocks projected above normal if trends persist 👉 Fundamentally: still

🚨 Metals weaker across the board in Asia Red across the tape: Gold -0.4% Silver -1.8% Copper -1.3% Platinum -2.6% Palladium -3.6% Aluminum -0.8% Nickel -0.7% Europe takes over in ~2 hours #Metals #Commodities #Gold #Silver

🚨 Bullish Henry Hub NatGas: price pulling back into rising trendline support (weekly) If you’re constructive on NatGas, this gets interesting... #NatGas #Energy #Commodities #OOTT

🟤 Fed signal shift — quietly Fed Governor Miran just made an important point: Deregulation is boosting the supply side of the U.S. economy — raising potential growth without fueling inflation. That matters for rates. If productivity rises faster than demand: • inflation

🚨 Silver stages massive intraday recovery Silver futures (CME) bounced hard from the Asian session lows: Low: $86.125 in Asia High: $91.30 just a few minutes ago Recovery: +6% from the lows Now trading: back above $90 #Silver #Commodities #Metals #Futures

🚨 European gas keeps moving TTF Natural Gas futures +4% at €33.075/MWh. #TTF #NatGas #Energy #Commodities

🛢️ WTI Crude inventories surprise to the upside EIA data for last week: Crude +3.4M bbl (vs –1.7M expected) Total U.S. crude stocks: 422.4M bbl Still ~3% below the 5-yr average Refineries are running hot: Utilization: 95.3% Imports jumped +752k bpd WoW 📌 Big build — but