Financial World Updates
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Bank of America now expects the Bank of Japan to hike rates in April, earlier than June.

A 25bp move would lift the policy rate to 1.00%, after Decemberโ€™s rise to 0.75% (a 30-year high).

BofA also forecasts further hikes in Sept 2026 and twice in 2027.


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๐Ÿ—“ Feb 15


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Gold exploration hits an unprecedented pause

Crescat says that for the first time in its long tracking history, data shows zero major gold discoveries between 2023 and 2024.

This has never happened before in the recorded dataset.


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๐Ÿ‡บ๐Ÿ‡ธ Unemployed Americans are taking longer to find new jobs than at any point in the past four years, per FT.


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Registered silver on COMEX sits near 102M ounces, while open interest in the March contract is about 366M ounces.

The delivery gap is large, even if it never fully closes in practice.

The March contract is now rolling fast. In the last 24 hours:

Open interest fell by 2,943 contracts, about 15M ounces

May contracts increased by 3,589, roughly 18M ounces

At this pace, March open interest could fall to registered inventory levels in about 18 trading days, around March 6. First Notice Day is February 27.

Silver can still move into vaults or be reclassified, but registered inventory keeps trending lower. Even after last weekโ€™s sharp selloff, that trend did not reverse.



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๐Ÿ‡บ๐Ÿ‡ธ US loan delinquencies are the highest since 2017, driven by low-income and young borrowers.


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๐Ÿ‡บ๐Ÿ‡ธ U.S credit card debt hits $1.28 trillion, highest level recorded in history.


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๐Ÿ‡ญ๐Ÿ‡ฐ Hong Kong to allow crypto perpetual contracts to professional investors.


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US unemployment rate will be released at 8:30am ET today.

Expectations: 4.4%


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European Parliament approves โ‚ฌ90 billion loan for Ukraine for 2026โ€“2027.


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Financial World Updates
๐Ÿˆ US unemployment rate will be released at 8:30am ET today. Expectations: 4.4% ๐Ÿฅซ t.iss.one/FinancialWorldUpdates
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US unemployment came in at 4.3%

Expectations: 4.4%


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๐Ÿ‡บ๐Ÿ‡ธ TRUMP:

โ€œGREAT JOBS NUMBERS, FAR GREATER THAN EXPECTEDโ€
โ€œWe should he paying the LOWEST INTEREST RATEโ€


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OpenAI projects a $14 billion loss in 2026.


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President Trump signed the 'Ending Improper Payments to Deceased People Act' into law


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๐Ÿ‡ฌ๐Ÿ‡ง UK Supreme Court rules 'oat milk' cannot be advertised as 'milk.'


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๐Ÿ“Š About 45% of employers post โ€œghost jobsโ€, according to Forbes.


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๐Ÿ‡ท๐Ÿ‡บ Russia officially blocks Meta's WhatsApp and telegram messaging app nationwide.


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