The numbers don't lie - we have stagflation right now

Forget the economists: Gold + copper crash = stagflation  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

September 03, 2025   |   Read Online Hey there, Blake here.  The numbers don't lie - we have stagflation in the data. I don't need to get a report. I can look at the price. While everyone waits for economists to publish their quarterly assessments, I'm watching the market scream the answer in real-time. Gold hitting record highs while copper crashes tells me everything I need to know. Here's exactly how to read it. The 3-Signal Stagflation Detection System Stagflation = Inflation without growth. Here's how to spot it as it's happening: Signal #1: Gold Breaking Records Gold just closed above $2,621.80, targeting $2,716. Smart money is hedging against inflation. When gold makes new highs, institutional players are betting on currency debasement. Signal #2: Growth Commodities Collapsing Copper giving sell signals, targeting $4.59. Crude struggling at yearly levels. Both breaking below key support. Translation: Demand for growth-driven materials is dying. Signal #3: The Divergence When inflation hedges climb while utility commodities fall, you're seeing inflation without growth to justify it. That's stagflation - and the market's pricing it in real-time. Why This Beats Waiting for Reports JOLTS came out showing 200,000 fewer job openings than expected. Look what happened immediately: Gold spiked to new records Copper sold off hard Industrial stocks dropped despite rate cut hopes The stagflation setup was complete before most people finished reading the headlines. The Proof: Sectors Don't Lie When basic materials and industrials sell off on the same day we're pricing in cheaper borrowing costs, that tells me everything. Lower rates should help manufacturers. Instead, they're down because the market knows: They won't borrow even if money's cheaper because there's no expansion happening. The market's betting against growth while hedging inflation. Classic stagflation. How to Read This in Real-Time Watch the divergence: Gold up + copper down = stagflation signal Check industrial behavior: Selling off on good news = demand destruction Follow the money flow: Out of growth commodities, into inflation hedges When all three align, stagflation's already happening - regardless of what next month's report will say. The market's voting every second. The only question is whether you're reading the ballot or waiting for someone else to count the votes. If you want to trade along with me, you can catch me in the TheoTrade Chatroom tomorrow.  Have a good one, Blake  "The Clock Was Ticking" That one line won  a $230,000 court case. And exposed Wall Street's last dirty secret. Hidden timers buried deep in the market... Moving billions every day from retail traders to insiders. Don calls them SHADOW CLOCKS. They're ticking right now. September 4th @ 2PM EST - I'm exposing these secret timers for the first time ever. The clocks don't wait. RESERVE YOUR SEAT Macro In 60 Seconds • Jolts data came in weaker (7.18M vs forecast 7.38M), signaling labor market softening • Fed rate cut probability jumped from 88% last week → 95% today via CME FedWatch • Jobs data deterioration aligns with Fed's Jackson Hole guidance: labor weakness = justification to cut even if inflation elevated • Expected outcome: weaker USD, stronger equities and gold Bottom Line: Market nearly pricing in a September cut, dollar weakening theme dominates. Playbook Stagflation = inflation hedge assets up (gold), growth-demand commodities down (crude, copper), equities rotation/divergence across indexes, bonds bid.   Update your email preferences or unsubscribe here © 2025 Disclaimer: Neither TheoTrade or any of its officers, directors, employees, other personnel, representatives, agents or independent contractors is, in such capacities, a licensed financial adviser, registered investment adviser, registered broker-dealer or FINRA|SIPC|NFA-member firm. TheoTrade does not provide investment or financial advice or make investment recommendations. TheoTrade is not in the business of transacting trades, nor does TheoTrade agree to direct your brokerage accounts or give trading advice tailored to your particular situation. Nothing contained in our content constitutes a solicitation, recommendation, promotion, or endorsement of any particular security, other investment product, transaction or investment.Trading Futures, Options on Futures, and retail off-exchange foreign currency transactions involves substantial risk of loss and is not suitable for all investors. You should carefully consider whether trading is suitable for you in light of your circumstances, knowledge, and financial resources. You may lose all or more of your initial investment. Opinions, market data, and recommendations are subject to change at any time. Past Performance is not necessarily indicative of future results. PO Box 24790 Christiansted, Virgin Islands 00824, United States of America Terms of Service