The real opportunity in gold

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Gold's record-breaking rally has given way to a tug-of-war between shifting Fed expectations, cooling geopolitical tensions, and changing investor sentiment. Day-to-day swings continue as markets attempt to price an increasingly uncertain macro backdrop.

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When Kennie met Leo

The biggest semiconductor unwind in years has changed positioning, volatility and sentiment. Here are the latest anecdotes, observations and charts on the drama.