02 January 2025 – 08:45 Central Euro Time

2025’s trading commences finding all eight BEGOS markets at present in the black, those notably above today’s Neutral Zones being the Swiss Franc, Gold, Silver and the Spoo; session volatility is moderate-to-robust. As we’ll see in the next Gold Update for this Saturday, the yellow metal was the best BEGOS performer of 2024, +27.4%. The futs-adj’d “live” P/E of the S&P 500 is 46.4x and the yield 1.274% versus 4.208% annualized for the risk-free 3-month U.S. T-bill, (albeit as mentioned in the current edition of The Gold Update, “Old Yeller” faces an ‘event of default’ come mid-month barring another Congressional bailout). The Bond (113^28) has just climbed above 113^26, its most dominantly-traded price across the past fortnight: as mentioned in Tuesday’s comment, there’s room for the Bond to move up into the 116s. The Econ Baro get’s 2025 underway, today’s incoming metrics including November’s Construction Spending.