Market Recap: A Week of Shifting Fortunes
As Trump’s policies take shape, market participants are repositioning themselves to navigate economic turbulence and currency risks. Here’s what happened this past week:
📅 Monday, 1.20.25: Global stock markets saw mixed performances as the U.S. markets were closed for Martin Luther King Jr. Day. In Europe, the FTSE 100 hit a new high, fueled by mining and financial stocks. Meanwhile, China urged its investment funds to pour capital into domestic markets—a sign of concern about capital flight and a slowing economy.
📅 Tuesday, 1.21.25: The Dow Jones Industrial Average rallied over 500 points, reflecting optimism about Trump’s policies. However, Trump Media & Technology Group fell 11%, showing sector-specific risks. Major tech CEOs attended Trump’s inauguration, hinting at potential collaborations—but also possible regulatory battles.
📅 Wednesday, 1.22.25: The European Commission extended EU banks’ access to UK derivatives clearing houses until 2028, offering a post-Brexit financial reset. Markets welcomed the news, but uncertainty remains over London’s future as a financial hub.
📅 Thursday, 1.23.25: A $30 billion mega-merger between Swiss company SGS and French rival Bureau Veritas hit regulatory roadblocks due to Swiss stock exchange rules. Global trade tensions continue to disrupt corporate deals, reinforcing the case for hard assets like gold and silver.
📅 Friday, 1.24.25: Gold neared $2,800 per ounce, approaching its record high of $2,826.30. Silver remained strong above $31.71, with analysts eyeing $33.33 by year-end. Trump’s push for immediate Fed rate cuts added volatility, keeping precious metals in focus.
Silver’s Big Year: What’s Driving the Rally?
Silver is poised to lead all metals in 2025, with analysts predicting a 14% gain. What’s behind this surge?
🔹 The Solar Boom: Photovoltaic demand is growing 16% annually through 2027, putting immense pressure on silver supplies.
🔹 Decoupling from Gold: While gold is expected to peak in 2025, silver’s unique industrial demand could extend its rally further.
🔹 Structural Supply Deficit: After years of surplus (2011-2023), silver entered a supply deficit in late 2024—and the gap is only widening.
🔹 Trade & Tariff Risks: Trump’s new trade policies could disrupt silver supply chains, adding fuel to the price rally.
Silver isn’t just a monetary hedge—it’s a strategic necessity. Unlike fiat money or stocks, physical silver is real wealth. It’s liquid, globally recognized, and outside the banking system.
Debunking the Keynesian Myth: Spending Doesn’t Drive the Economy
For decades, mainstream economists have sold the lie that “spending” fuels economic growth. This is a trap designed to keep people dependent on debt, stimulus, and government intervention. The truth is:
🔹 Production—not spending—drives real growth. Wealth comes from value creation, not government handouts.
🔹 Government stimulus distorts markets. Printing money to “stimulate demand” only inflates bubbles and leads to painful corrections.
🔹 Money hoarding isn’t a market failure. When people hold cash, it signals changing priorities, not economic collapse.
The solution? Hard assets like gold and silver. Unlike paper currencies, which central banks can devalue overnight, precious metals have intrinsic value that no government can erase.
Freeport-McMoRan: What Its 2024 Results Reveal About Commodities
Copper and gold miner Freeport-McMoRan (NYSE: FCX) closed 2024 on a high note, reporting strong earnings despite slightly lower production. Here’s what matters:
📈 Earnings Beat: Q4 net income hit $450 million ($0.31 per share), far above Wall Street estimates.
📈 Gold & Copper Surge: Gold prices averaged $2,418 per ounce, while copper soared to $4.21 per pound.
📉 Production Dip: 4.1 billion pounds of copper and 1.7 million ounces of gold projected for 2025—slightly below 2024 levels.
Why it matters: Freeport’s success proves that commodity prices—not stock speculation—are the real drivers of wealth. And with copper and gold leading the charge, silver is poised to follow.
Gold as a Shield Against Fiscal Uncertainty
With global debt levels reaching historic highs and policymakers struggling to balance economic stability with inflation control, gold is proving once again why it remains the ultimate financial hedge.
Key takeaways:
📊 Gold is up 5% in January amid a weaker dollar and falling bond yields.
📊 The U.S. Treasury is resorting to “extraordinary measures” to avoid a debt default.
📊 Trump’s economic policies (tax cuts, tariffs) could be inflationary, making gold an even stronger hedge.
The bottom line? Gold and silver remain among the most reliable assets for preserving wealth during periods of economic uncertainty.
Why Stimulus Alone Won’t Fix the Economy
Governments often turn to stimulus programs to support the economy during downturns. While these measures can provide short-term relief, they also come with long-term consequences that are often overlooked:
✅ Stimulus redistributes resources rather than creating new wealth, sometimes leading to inefficiencies in the economy.
✅ Increased government borrowing can put pressure on private savings and investment, influencing interest rates and long-term growth.
✅ Economic cycles are complex. Many downturns stem from long periods of rapid expansion, followed by necessary market corrections.
Rather than relying solely on government intervention, people are looking for ways to safeguard their wealth with tangible assets like gold and silver—proven stores of value that can help navigate periods of economic uncertainty.
Trump’s Move to Dominate Crypto—What It Means for Precious Metals
Trump’s new executive order on cryptocurrency is a game-changer:
🔹 National Crypto Reserve: The U.S. is considering holding bitcoin and other digital assets as strategic reserves.
🔹 Regulatory Shift: Trump’s SEC and Treasury picks favor pro-crypto policies, ending the Biden-era crackdown.
🔹 Stablecoin Push: The government is looking to strengthen dollar-backed stablecoins to maintain U.S. financial dominance.
The bigger picture? As digital assets rise, gold and silver remain the ultimate hedge against government control and financial instability.
Next Week’s Key Events and Their Impact on Precious Metals Markets
The upcoming week includes several key economic reports that could influence market sentiment and precious metals pricing.
Economic Calendar: January 27–31, 2025
🔹 Monday, Jan. 27 – 10:00 AM ET: New Home Sales (Dec.)
🔹 Tuesday, Jan. 28 – 9:00 AM ET: S&P Case-Shiller Home Price Index (20 cities) (Nov.)
🔹 Tuesday, Jan. 28 – 10:00 AM ET: Consumer Confidence (Jan.)
🔹 Wednesday, Jan. 29 – 2:00 PM ET: FOMC Interest-Rate Decision
🔹 Wednesday, Jan. 29 – 2:30 PM ET: Fed Chair Powell Press Conference
🔹 Thursday, Jan. 30 – 8:30 AM ET: GDP (Q1)
🔹 Thursday, Jan. 30 – 8:30 AM ET: Initial Jobless Claims (Jan. 25)
🔹 Thursday, Jan. 30 – 10:00 AM ET: Pending Home Sales (Dec.)
🔹 Friday, Jan. 31 – 8:30 AM ET: Fed Gov. Michelle Bowman Speaks
How These Reports Could Impact Gold and Silver
✅ New Home Sales & Housing Market Data: Strong numbers may boost equities, while weaker figures could support gold and silver.
✅ Consumer Confidence: If confidence is high, investors may favor stocks. Lower confidence may increase demand for safe-haven metals.
✅ FOMC Decision & Powell’s Speech: Higher rates could weigh on gold and silver, while a dovish stance would likely support metals.
✅ GDP & Jobless Claims: Strong growth could lead to a pullback in gold, while weak economic data may reinforce precious metals demand.
✅ Fed Policy Signals: Inflation trends and central bank comments will be closely monitored for long-term impacts on metals pricing.
Final Thoughts: Are You Positioned for What’s Coming?
The financial world is changing fast. The debt system is breaking down, governments are desperate, and silver is surging.
You have two choices:
1️⃣ Stay in the system and watch your wealth erode.
2️⃣ Take action, secure real assets, and protect your financial future.
The time to own physical gold and silver is now. Brighton Enterprises is here to help you secure your wealth with real, tangible assets.
📞 Call us today: 844-459-0042
🌐 Visit: brightongold.com
We are not financial advisors. This content is for informational purposes only. Please consult with a licensed professional. This publication adheres to all SEC laws, rules, and guidelines.
—-
Silver’s Breakout Year—Are You Positioned to Profit?
The financial world is shifting fast, and silver is set to outshine every other metal in 2025. With a 14% projected gain, a deepening supply deficit, and rising global demand, the window to secure your position is closing.
While Wall Street distracts you with stock market noise, the smart money is locking in real, tangible assets before the next surge.
Are you ready for what’s coming?
📖 Read the full report now: brightongold.com/silver-report
Inside, we break down:
🔹 Why silver is breaking away from gold and could keep climbing long after gold peaks
🔹 How global trade policies and inflation risks are creating the perfect storm for precious metals
🔹 The shifting landscape of fiat currency—and what it means for your financial future
The next move is yours. Stay ahead of the curve—before the market wakes up.
📞 Have questions? Speak with our experts today: 844-459-0042
Brighton Enterprises—Your Trusted Partner in Precious Metals.
