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Welcome to the Friday Fix where the team from AlphaPicks dissects the week’s market moves — from Trump’s tweets and a surprise bond bid to a sharp Friday sell-off and a rising VIX. They discuss the implications for US-China tensions, the metals rally (notably silver and gold), regional bank jitters, and Fed signals on rate cuts and balance sheet runoff.
Tune in for candid takes on whether this is the start of a broader trade war, why Fridays may become risk-off again, and what to expect for market direction into year-end.