Global markets are entering a high-stakes phase, with gold surging past $3,300 while bond values collapse amid spiking yields — signalling deeper credit stress. In this episode of Bullish Banter, we're back in Kenya with Jesse and Rufas, as we unpack the ripple effects of Trump’s renewed global diplomacy, including his calls with Putin, the lifting of sanctions on Syria, and discussions about reviving the Iran nuclear deal. Meanwhile, Japan’s debt-to-GDP spiral and rising inflation pose fresh risks to global liquidity, with a potential reverse carry trade threatening Western markets. We dive into the Fed’s trap, where banks are sitting on massive unrealized bond losses, and how OPEC+’s strategic moves combined with excess supply and geopolitical retaliation could push oil prices below $60. From crypto's price discovery zone to weakening stock momentum and a fragile consumer credit landscape, we connect the dots on what’s really driving these shifts and where smart traders should be watching next.

**We do not provide investment advice or management services. Any analysis, opinion, commentary or research-based material on our Bullish episodes is for information and educational purposes only and is not, under any circumstances, intended to be an offer, recommendation, advice or solicitation to buy or sell.

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