>>60893663
Dollar strengthening is the main thing that could tank metals, but I really doubt it can very much again anytime soon. The long end of the US bond yield curve is staying stubbornly high no matter how Trump and the fed keep teasing rate cuts. The fed can only lower the overnight interest rates. The 20 and 30 year yields is what Trump really wants to bring down, so he can refinance the national debt. If it's hanging around 4.5 - 5%, they have to keep increasing debt at the short term yield side. And that's a self-feeding loop that only accelerates a bond market crisis. It's like trying to fight gravity and they're running out of rabbit hat pull tricks. Gravity will eventually win.