This is historic:
Newly released data shows that US household net worth jumped by +$7.1 TRILLION in Q2 2025 alone.
In other words, for 3-straight months, US households added an average of +$79 BILLION in net worth PER DAY.
What just happened? Let us explain.
(a thread)

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US Treasury Secretary Scott Bessent confirmed on Sunday (October 26) that Washington and Beijing have reached a “very substantial framework agreement” that would prevent the US from imposing 100% tariffs on Chinese goods and allow ...

The US and China reached a trade framework agreement, and Mr. Trump's 100% tax could be removed.

Gold’s record-breaking run took a breather this week, snapping an eight-week winning streak as traders took profits ahead of the Federal Reserve’s October policy decision.
The retreat has eased safe-h...

Gold’s Pause is Bitcoin’s Pulse as Risk Appetite Returns Ahead of the Fed Week

PANews reported on October 26th that Token Unlocks data showed that tokens such as SUI, GRASS, and EIGEN will see large-scale unlocking next week, including:
Sui (SUI) will unlock approximately 43.96 million tokens at 8:00 AM Beijing time on November 1st, accounting for 1.21% of the current circulating supply and worth approximately US$113 million.
Grass (GRASS) will unlock approximately 181 million tokens at 9:30 PM Beijing time on October 28, accounting for 72.4% of the current circulating supply and valued at approximately US$79.3 million.
E...

Data: SUI, GRASS, EIGEN and other tokens will usher in large-scale unlocking next week, of which SUI unlocking value is approximately US$113 million

Changing monetary policy is coming into an evolving economy.
The market is shifting and its implications on stocks, commodities, bonds, and crypto are investable.
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Lastly, what's even more incredible is the S&P 500 relative to gold.
The S&P 500 is actually DOWN relative to gold YTD, with gold +36% and the S&P 500 +12%.
This week, a new era of monetary policy begins.
Follow us @KobeissiLetter for real time analysis as this develops.