MarketMap™ Weekly
July 29, 2025
Contrary Thinker — MarketMap™ Scenario Planner
The Golden Era of Trump and the BIG USD Recovery — Metals Shine Bright
As the geopolitical spotlight intensifies, President Trump’s direct influence reverberates through markets — from issuing firm ultimatums to Russia over Ukraine, to ongoing high-profile legal and political battles at home. This renewed era of assertive policymaking is shaping a pivotal risk backdrop.
The US Dollar (DXY) is showing signs of shaking off its recent political weakness, with a potential rally window emerging late this month around August 23–24, driven by astrological alignments and market risk-off triggers. This sets the stage for heightened volatility and potential shocks as policy pressures mount.
Based on price, the decline is an A-B-C measured move, ending in monthly support zone where C=A. The pivot did not happen on a wash out reading by the Technical Event Model. While it is not a low risk or a no risk bottom, a low of some scale has been put in place. The big picture of the greenback will be covered in the September Monthly.
Precious Metals Defy the Dollar — Gold & Silver Rally Continues
Despite the strengthening USD, gold and silver continue their impressive advance, validating our bullish wave counts and momentum models. Gold is targeting new highs, with a Fibonacci-based GLD target around $426, while silver pushes toward $45 in its ongoing fifth wave.
Tactical caution is warranted near the August 18 Full Moon, where market sentiment may peak briefly before a tactical pullback — but the overall bullish trend remains intact through mid-August.
As a general observation to all risk assets, the CNN model of greed and fear is not in an extreme reading. The fact that the gold bears do not have the USD to use as part of their argument today, is a bullish suggestion from the precious metal markets. It also lays claim to the asset that is used to protect investor’s portfolios when uncertainty is on the rise.
That new theme of uncertainty was pointed out from these pages before the media came up with the acronym TACO tariffs, in May of this year.
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