The 2% Brief

Silver just ripped 5.9% higher in a week - right as the US jobs report badly missed (57K added vs 115K expected).
Cooling economy, or starting to crack? 👀

New video is live now: https://youtu.be/mmK-9COMCt8

Full data breakdown + the levels I'm watching drop for Inner Circle members Sunday 7pm GMT. Watch this one first.

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15 hours ago | [YT] | 1

The 2% Brief

Silver has just fallen 9% in a week.

So is this only a short-term pullback — or is a bigger drop coming?

In this weekend’s video, I look at why silver losing the $60 area matters, why gold holding above $4,000 is still important, and why the US dollar could now decide what happens next.

Watch here: https://youtu.be/VbuOuvhN8RE

Please give it a like, leave a comment, and share it with anyone following gold, silver, the dollar or the Fed.

1 week ago | [YT] | 2

The 2% Brief

Silver has fallen 9% in a single week.

Gold is still holding above $4,000.

And the gold-to-silver ratio has moved sharply higher.

The question now is whether this is just a sharp correction — or whether the dollar, inflation and the Fed are setting up the next major test for precious metals.

In the latest video, I look at why silver losing the $60 area matters, why gold is holding up better, and why the dollar may now be the pressure point to watch.

Watch here:
https://youtu.be/VbuOuvhN8RE

The deeper Inner Circle briefing goes out tomorrow on The 2% Brief Substack, covering the more precise levels, the key signals I’m watching next, and what the upcoming US data could mean for gold, silver, the dollar and wider markets.

1 week ago | [YT] | 1

The 2% Brief

Silver may have bounced slightly today, but the bigger issue has not gone away.

This move is not just about silver.

It is about the dollar, interest-rate expectations, inflation pressure, industrial demand, and the way precious metals are reacting to a market that still looks unsettled.

That is why I think the break below $60 matters.

Not because one price level tells the whole story — it doesn’t.

But because silver is often where financial pressure, industrial demand and investor sentiment all meet.

Yesterday's video looks at what the move may really be telling us.

1 week ago | [YT] | 1

The 2% Brief

Silver has now broken below $60.

Gold is close to $4,000, platinum is lower, oil is falling, and the Dollar Index is sitting around 101.7.

That means today’s move is no longer just about precious metals weakness. The dollar has become the pressure point.

Yesterday’s video warned that gold below $4,100 and silver below $65 mattered. Today, those levels have moved further.

The key test now is Thursday’s PCE inflation reading. A softer number may give gold and silver some relief. A hotter number could push the dollar higher and deepen the pressure.

New video here:

👉 Silver Breaks $60 — The Dollar Is Now the Problem
https://youtu.be/XvEVW-ZvQTU

Do you think silver below $60 is just a sharp pullback, or is the dollar now signalling something bigger?

1 week ago | [YT] | 1

The 2% Brief

Gold and silver are lower again today, but the bigger story may now be the dollar.

Gold is currently around $4,076, silver $61.66, the Dollar Index 101.6, Brent $76, WTI $72, and Bitcoin $62,560.

Oil is falling as immediate Strait of Hormuz fears ease, but that is not helping metals because the dollar and Fed pressure are still doing the damage.

Yesterday’s video explained why gold below $4,100, silver below $65, and the dollar above 101 were warning signals. Those levels are now being tested again.

Watch the full briefing here:
https://youtu.be/CZX088OCY0E

1 week ago | [YT] | 0

The 2% Brief

New Video Now Live: A Rare Look Inside the Inner Circle Briefing

I have just published today’s special YouTube video.

I covered the main market weakness in this morning’s note, so I won’t repeat all the figures here. But this video is worth flagging separately because it includes something I do not normally release publicly.

The video begins with a short update on today’s move in silver, gold, Bitcoin, oil and the dollar. After that, I have included the audio briefing that Inner Circle members received on Sunday.

That matters because several of the levels discussed in Sunday’s briefing are now being tested in real time.

Please note: after the opening update, the video is audio-only. There are no moving charts or slides, so it is best treated as a podcast-style market briefing.

You can watch it here:

https://youtu.be/CZX088OCY0E

This kind of public release will only happen very occasionally. Normally, this deeper audio briefing, PDF, market levels and scenario framework are reserved for Inner Circle members.

1 week ago | [YT] | 2

The 2% Brief

Silver dropped again — but the bigger issue is what the Fed has now made harder.

In yesterday’s video, I looked at why silver’s latest move matters, why gold is behaving differently, and why the next phase may depend less on the metal itself and more on rates, liquidity and market confidence.

If you missed it, watch it here:

https://youtu.be/jISILGr4NdU

Do you think silver is simply pulling back before another move higher — or is the market warning us that something has changed?

1 week ago | [YT] | 1

The 2% Brief

Silver has fallen hard. Gold is weaker. Bitcoin may be confirming the warning.

Today’s new video looks at whether these moves are separate events — or part of the same wider market signal.

Watch here:
https://youtu.be/VJXfOkGKr8s

For Inner Circle members of The 2% Brief, the full weekly audio briefing will be published at 7:00pm GMT, with the PDF version sent by email at 7:15pm GMT.

I recommend watching the video first, as tonight’s Inner Circle briefing will build directly from it.

3 weeks ago | [YT] | 1

The 2% Brief

Silver has crashed. Gold has fallen.

Today’s video looks at what changed — and why this may be more than just a normal precious metals pullback.

When silver falls harder than gold, it can point to something wider: liquidity pressure, changing rate expectations, weaker risk appetite and a shift in market confidence.

You can watch today’s video here:

Gold Falls, Silver Crashes — What Changed?
https://youtu.be/F4WVb0HWqyA

Tomorrow at around 2pm GMT, I’ll be publishing the follow-up:

Silver Crashes, Gold Falls — Bitcoin Confirms the Warning

That video will look at whether Bitcoin’s weakness and extreme fear in crypto are confirming the same wider message now being seen in silver and gold.

Is this just a short-term shakeout — or are markets starting to reprice risk more broadly?

4 weeks ago | [YT] | 1