The Japanese Yen’s decline has been striking:

- Gold priced in Yen has surged to a record ¥712,000 per ounce.
- Since the beginning of 2025, gold in Yen terms has climbed +72%.
- From the pandemic low in 2020, Yen-denominated gold prices have soared +364%.

This sharp rise reflects the ongoing weakness of the Yen, driven by Japan’s interest rates remaining far below those in the US and Europe.

Japan also carries the highest public-debt burden among advanced economies, with debt-to-GDP at roughly 230%. Deficit spending is set to expand further after the government approved a record $780 billion budget for FY2026.

Gold continues to stand out as one of the most reliable hedges against currency debasement.

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US government job openings are collapsing:

- In November, openings fell by -89,000 to 695,000, the lowest level since February 2021.
- From the peak in July 2022, vacancies have declined by -532,000.
- They have now fully returned to early-2019 levels.

At the same time, the hiring rate dropped -0.3 percentage points in November to 1.2%, marking the lowest since the 2020 pandemic.

Excluding 2020, this is the weakest reading since August 2014 and comparable to levels seen in 2008.

Government hiring is effectively grinding to a halt.

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BREAKING: President Trump stated that major US tech companies must “pay their own way” for the sharply rising electricity costs tied to data centers.

He singled out Microsoft ($MSFT) as “first up,” noting that the company will implement “major changes” this week.

Trump’s next focus is tackling electricity costs.

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US workers are receiving a smaller share of what they produce than ever before:

- Labor’s share of US GDP now stands at 53.8%, the lowest level since records began in 1947.
- This measure reflects how much of total economic output flows to workers through wages, salaries, bonuses, and benefits.
- Since 2001, the share has fallen by -10.4 points.

At the same time, corporate profit margins after tax have risen to 10.9%, the second-highest on record.

The result is clear: workers are generating more, yet corporations are capturing a growing share of the gains.

The American worker is being squeezed.

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BREAKING: President Donald Trump has announced that any country conducting trade with Iran will face a 25% tariff on all business with the United States, effective immediately. This sweeping measure is aimed at isolating Tehran and pressuring its government following violent crackdowns on protests.

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BREAKING: US household net worth surged +$6.1 trillion in Q3 2025, reaching a record $181.6 trillion.

- The increase was driven almost entirely by equity holdings, which jumped +$5.5 trillion as the stock market hit new highs.
- In contrast, real estate holdings declined -$287 billion, reflecting ongoing weakness in the housing market.
- Since Q1 2020, household net worth has grown +$72 trillion, or +65%.

As a result, net worth now equals 792% of disposable personal income—the 4th-highest quarterly reading on record. For comparison, the peak ratio was 829% in Q1 2022.

Asset owners are benefiting more than ever.

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BREAKING: US money market funds recorded a +$148.5 billion net inflow in the first week of 2026, marking the 3rd-largest on record.

- The only larger inflows were the ~$240 billion and ~$200 billion surges during the 2020 pandemic crash.
- 2026 has already surpassed every previous start to a year on record.
- Since the beginning of 2025, assets in US money market funds have grown +$954 billion, reaching a record $7.8 trillion.
- Since the 2020 pandemic, total assets have expanded +$4.2 trillion, or +116%.

Safe-haven investments remain firmly in demand.

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BREAKING: President Trump warned that the US could be forced to repay “trillions of dollars” if the Supreme Court rules his tariffs illegal.

“It would be a complete mess,” Trump said.

A decision is expected as early as Wednesday this week.

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BREAKING: US gas prices have dropped to an average of $2.79 per gallon, the lowest since March 2021.

American households are projected to save $11 billion on gasoline in 2026 compared with 2025.

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Market breadth is showing clear improvement:

- 70% of S&P 500 companies are trading above their 50-day moving average, the highest since August 2025.
- This share has more than doubled since November, reflecting a broadening rally.
- Meanwhile, 64% of stocks are above their 200-day moving average, close to the strongest reading since December 2024.
- Fewer than 50% of S&P 500 stocks remain in correction—the first time in over 200 days.
- The index has also gone 61 consecutive trading sessions without a single 2% down day.
- At the same time, 93% of Dow Jones Industrial Average stocks are above their 200-day moving average, the highest since 2021.

Market momentum is clearly strengthening.

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PRESIDENT TRUMP:

Trump warned that if credit card companies fail to reduce interest rates to 10% by January 20th, “then they are in violation of the law, very severe things.”

“They really abuse the public, I am not going to let it happen,” he added.

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US STOCKS REACT TO TRUMP’S 10% CREDIT CARD RATE CAP:

1. Capital One ($COF): -7%
2. Affirm ($AFRM): -5%
3. American Express ($AXP): -4%
4. Citigroup ($C): -3%
5. MasterCard ($MA): -3%
6. Visa ($V): -3%
7. US Bancorp ($USB): -3%
8. JP Morgan ($JPM): -2%
9. Wells Fargo ($WFC): -2%
10. Bank of America ($BAC): -1%

Together, these stocks have shed -$100 billion in market capitalization on the news.

Consumer affordability has become the defining midterm election trade.

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BREAKING: U.S. consumers now estimate a 15.3% probability of missing a minimum debt payment within the next three months—the highest level since April 2020.

This marks the second-highest reading since the peak in 2013.

The steepest increases were recorded among respondents aged over 60 and those with only a high school education or less.

Households earning under $50,000 reported the greatest delinquency risk, at 22.5%.

Since February 2022, expectations of consumer debt delinquency have risen by 6.1 percentage points, reflecting mounting financial distress.

At the same time, U.S. household debt jumped by $197 billion in Q3 2025, reaching a record $18.59 trillion.

Consumers are increasingly overwhelmed by debt.

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BREAKING: Silver has climbed above $88 per ounce for the first time in history, marking a 210% increase over the past 13 months.

This development is decidedly abnormal.

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BREAKING: December CPI inflation registered at 2.7%, matching expectations of 2.7%.

Core CPI inflation came in at 2.6%, slightly under the forecast of 2.7%.

Both headline and core CPI inflation remained flat in December.

Rate cuts are expected to be paused at the January Federal Reserve meeting.

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BREAKING: S&P 500 futures have climbed above 6,990, setting a new record high, following Core CPI inflation coming in below expectations.

The long-awaited 7,000 mark may be reached today.

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BREAKING: President Trump has urged Fed Chair Powell to lower interest rates following this morning’s CPI inflation release.

“Thank you, Mister Tariff,” Trump added.

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PRESIDENT TRUMP TO MINNESOTA:

“The day of reckoning and retribution is coming.”

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BREAKING: President Trump has called off all scheduled meetings with Iranian officials and urged protestors to “take over your institutions.”

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BREAKING: Bitcoin has climbed above $96,000 for the first time since November 16.

The cryptocurrency is now up 10% in 2026.

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BREAKING: Silver has surged above $90 per ounce for the first time in history, gaining another 25% this year.

Its market capitalization has now surpassed $5 trillion — also a historic milestone.

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