Signal Stream

Oil rising, metals surging, dollar slipping. Flows are tilting — real assets hold tonight’s upper hand.

Energy is tightening, the dollar is weakening, and capital is rotating into real assets — the clearest December signal the market has given so far.

Oil is tightening, the dollar is fading, and rotation is no longer a whisper—it’s the market’s first real tell.

Markets are pretending to be calm, but the micro-signals are screaming: liquidity is thinning, the dollar is tightening its grip, and one messy jobs print can torch risk faster than anyone is positioned for.