#Gold deliveries at the Comex only including December for the last 20 years

notice anything?

Speculators Are Moving Towards Commodities

#Gold, gasoline, #silver and #copper have the largest net longs, along with emerging currencies related to resources, BRL and MXN.

Chart below is in raw percentage terms, that is the net long position as a percentage of open interest.

#oott

#Copper surges toward all-time records in 2025, smashing past $12,000/t and hitting highs near $13,000/t early 2026.

Driven by US tariff fears (stockpiling ahead of potential duties), mine disruptions, supply shortages, and strong demand from AI/data centers + energy transition.

Risk-on mood fuels the rally.

Chart: LME Copper (Bloomberg)

#Copper #Commodities #Metals #Mining #Energy

Tuesday, Jan 6 2026, 12:00 UTC time

📋 🇺🇸 US — Policy & Data
✅ Tax debate heats up for 2026: Americans may be overpaying taxes; policy fixes under discussion as focus shifts to payroll and filing reforms. 
🔖 Dollar steadies after volatile moves; markets eye this week's US employment report and slowing logistics sector in December for direction.

📌 🇬🇧 UK — Inflation & Retail
✅ Shop price inflation ticks up in December, driven by higher food prices; grocery sales hit record highs even as sector inflation softens. 
🔖 UK PMIs revised down — private sector activity and services cooling but price pressures persist.

📋 🇪🇺 Eurozone — Growth, Inflation & Markets
✅ Eurozone private sector growth slowed in December; composite PMI slips though quarter still strongest since 2023. 
🔖 Euro climbs above $1.17 as German and French inflation data and rising bond yields keep traders cautious. French inflation eased slightly; OAT yields stabilise.

📌 🇩🇪 Germany
✅ Services and composite PMI end 2025 with solid growth but momentum eased in December; 10-year bund yield dips on cooling regional inflation.

📋 🇫🇷 France & 🇮🇹 Italy & 🇪🇸 Spain
✅ France: services stagnate and inflation edges down; PMI revisions show softer momentum. 
✅ Italy: services growth slows; composite PMI slips. 
✅ Spain: services beat forecasts and private sector expands faster in December.

📌 🇦🇺 Australia & 🇳🇿 New Zealand
✅ Australian services and private‑sector growth softened in December; shares slide as rate‑sensitive sectors react ahead of CPI. AUD hovers near a one‑year high. 
🔖 Kiwi rises for a fourth session amid risk‑on flows.

📋 🇧🇷 Brazil
✅ Ibovespa starts the week strong as equities rally regionally.

📌 🇮🇪 Ireland
✅ Irish PM heads to Beijing aiming for deeper trade talks on beef and dairy; services PMI drops to a 3‑month low.

📋 Markets Snapshot
✅ European stocks near record levels; CAC 40 steady. Eurozone bond yields rising ahead of inflation prints. European natural gas near 20‑month lows. 
🔖 Global risk sentiment mixed — Asian equities hitting records while safe‑haven flows support major bond markets.

Top risk drivers to watch: US employment report, eurozone inflation prints (DE/FR), UK shop‑price data, Australia CPI, China trade/negotiations.

#Gold has overtaken the U.S. Dollar as the largest Global Reserve Asset 🚨🚨🚨
(of course performance helped)

Source:Bloomberg

Conflict Watchlist 2026:

Key crisis areas expected to escalate or evolve this year.

Highlights:
- Israel & broader Middle East tensions
- Syria instability
- Ukraine war
- Pakistan rising militancy
- Myanmar civil war
- Sudan civil war
- The Sahel (jihadist threats)
- Red Sea disruptions (Houthis/Yemen)
- US hard power projection in Latin America

Geopolitical risks remain elevated amid shifting alliances and ongoing wars.

#Geopolitics #Conflicts #World

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🇺🇲🇩🇰 The US is preparing an agreement with Greenland to strengthen its military presence, — The Economist

Trump has already instructed the administration to work out options for strengthening American influence on the island:

➡️ According to the publication, it's not about direct annexation, but about a political and military agreement that will allow the US to more freely deploy troops and expand military infrastructure, potentially — without the direct participation of Denmark.

➡️ One of the possible scenarios is the Compact of Free Association (COFA): a format of agreement that the US uses with Pacific island states. It provides for the free activities of American armed forces and trade preferences.

➡️ Washington is simultaneously fueling the movement for Greenland's independence, trying to deepen the rift between Nuuk and Copenhagen. There are also reports of intensified US intelligence and the search for local politicians loyal to America.

Denmark and European countries are shocked by Trump's rhetoric. The premiers of Greenland and Denmark have publicly rejected any hints of changing the island's status, and EU and NATO countries have declared their support for sovereignty.

Experts note: the seizure or actual control over Greenland could split NATO and the EU even more than the issue of Ukraine, and create an unprecedented crisis within the Alliance.

🇺🇸 US macroeconomic data:

▪️ Purchasing Managers' Index (PMI) in the services sector (Dec)

FACT: 52.5
FORECAST: 52.9
PREVIOUS.: 54.1

▪️ Composite Purchasing Managers' Index (PMI) from S&P Global (Dec)

FACT: 52.7
FORECAST: 53.0
PREVIOUS.: 54.2

Top 100 24h Gainers 🚀

RENDER    $2.40           +13.00%
SUI          $1.86               +8.88% 
TAO          $285.50        +8.00% 
MORPHO    $1.26           +6.73% 
PUMP       $0.002433    +6.41% 

Top 100 24h Losers 🔻

NIGHT      $0.0767        -11.44%
SHIB        $0.00000903  -6.88% 
PEPE       $0.00000647  -6.41% 
FLOKI      $0.00005649  -4.65% 
DOGE        $0.1456          -3.73%