More Gold Will Go to Asia Whether We Tariff or Not

Housekeeping: Good Morning. “Government intervention only speeds up trend, it cannot reverse trend ”Topic: * More Gold Will Go to Asia Whether We Tariff or NotMarket Analysis: We trust these near real-time pieces from the bank’s CIO office as consistently having two messages.* The facts and risks as they see them.* The meta-message if they are/are not reacting by changing price targetsThis one also confirms what we have described as to the mechanics of LBMA/COMEX EFP and delivery smelting.We’ve also added our own personal interpretation as they politely intimateFull analysis in Premium Post: More Gold Will Go to Asia (if Tariffs)Related Posts:Coming Soon:We’ll let you know….Data on Deck: CPI, PPI, Retail Sales* MONDAY, AUG. 11 None scheduled* TUESDAY, AUG. 12 CPI, Fed Speakers, Budget* WEDNESDAY, AUG. 13 Fed Speakers* THURSDAY, AUG. 14 PPI* FRIDAY, AUG. 158:30 am U.S. retail salesCharts and Final Market Check: Macro trade closed, hangover from rally. CPI week This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit vblgoldfix.substack.com/subscribe