PM’s up a little this am as the dollar is flat to down. PM shares look better than the metals, I guess rolling along with the SM which is roaring back.
At least silver seems to be firmly back above $37.
Oil getting hit for 2%. Bitcoin surprisingly flat. 10 yr. up 2 bips. Everything is quiet.
Factory orders out today are expected to slide 0.5% – not sure anyone cares.
Nice to be out of the end of July shenanigans, hopefully we resume our march higher.
