Скачать или смотреть China’s Paying $126/oz for Silver — US Vaults Are Draining (Arbitrage Explodes)

China’s Paying $126/oz for Silver — US Vaults Are Draining (Arbitrage Explodes)

China is reportedly paying around $126/oz for physical silver in overseas channels—while U.S. vault inventories keep draining and the paper price tells a calmer story. In this episode, we break down the real mechanism behind “arbitrage explosions”: how dollar funding stress, FX moves, and liquidity cycles ripple through Treasury auctions, real yields, and volatility—until metals become the pressure valve. You’ll see why bid-to-cover, term premium, swap spreads, repo conditions, and basis trades matter more than headlines, and how a widening gap between paper vs physical shows up as delivery tightness, rising premiums, and inventory drawdowns.
We connect the dots from USD system mechanics to global currency stress and inflation/deflation transmission—then explain why silver can whip, crash, and rebound violently when liquidity breaks. If you want to avoid becoming the liquidity exit, this is the framework and the indicators to watch next.

00:00 Hook: $126/oz shock
01:58 Arbitrage vs “paper” price
04:10 USD system mechanics (why dollars matter)
06:40 FX stress & global currency squeeze
09:15 Inflation/deflation transmission
12:05 Treasuries: auctions, term premium, real yields
15:10 Funding markets: repo, swap spreads, basis trade
18:40 Volatility + forced deleveraging
21:30 Paper vs physical: delivery, premiums, inventories
24:45 What to watch next + positioning mindset
26:40 Final warning + next video tease

#Silver #Gold #PreciousMetals #USD #Dollar #FX #CurrencyCrisis #Liquidity #BondYields #TreasuryAuctions #Repo #SwapSpreads #Volatility #Inflation #Deflation #Arbitrage #COMEX #Bullion #MacroFinance #Markets


Disclaimer: This content is for educational and informational purposes only and does not constitute financial or investment advice.