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Republic Research / ARTICLE

Let's go with some video content today... I clipped this from some analysis we recorded this morning. Domestic liquidity's getting interesting. If you're watching FNGD and Repo , you're seeing early signals of short-term refinancing stress in the US market. The pressure's building. We track momentum and liquidity signals daily because they tell you when something's about to crack before it actually does. China's printing again, and it's showing up in metals. Copper is pushing higher, gold and silver are rallying, and platinum and palladium are following. When China stimulates, the money flows into manufacturing and metals demand. Our printing? Goes into banks and financial assets. We're a financialized economy. China is a manufacturing economy. The transmission is completely different. Add in the geopolitical stuff. US and Iran tensions, Iran's internet is blacked out, EU's still dealing with energy vulnerability. CME's having structural problems while all this is converging. If you missed the metals move already, sell put spreads. That's the play. Lower rates are helping growth sectors too, but metals is where the liquidity is actually showing up in real time.

Published Jan 14, 2026Updated Jan 14, 20263 min read
Let's go with some video content today... I clipped this from some analysis we recorded this morning. Domestic liquidity's getting interesting. If you're watching FNGD and Repo , you're seeing early signals of short-term refinancing stress in the US market. The pressure's building. We track momentum and liquidity signals daily because they tell you when something's about to crack before it actually does. China's printing again, and it's showing up in metals. Copper is pushing higher, gold and silver are rallying, and platinum and palladium are following. When China stimulates, the money flows into manufacturing and metals demand. Our printing? Goes into banks and financial assets. We're a financialized economy. China is a manufacturing economy. The transmission is completely different. Add in the geopolitical stuff. US and Iran tensions, Iran's internet is blacked out, EU's still dealing with energy vulnerability. CME's having structural problems while all this is converging. If you missed the metals move already, sell put spreads. That's the play. Lower rates are helping growth sectors too, but metals is where the liquidity is actually showing up in real time.