MacroMashup

MacroMashup

September Setup: Fed Pivot, Gold’s New Highs, Bitcoin’s Coil, and US Mineral Ambitions

Fed: From Theater to Action

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Neil Winward
Sep 05, 2025
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September’s “curse” is famous. 2025’s setup looks different. A dovish/succumbing Fed, abundant liquidity, and resilient services spend are colliding with well-telegraphed fear about stretched valuati…

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