Beyond The Chart – Weekly Macro Pulse: Gold & Silver Push Higher, Tech Pulls Back
September 29, 2025 – Updates on XLF, XLY, XLK, XLE, GOLD, SILVER, BTCUSD, OIL, DXY
Inside today’s letter
🌟 Market Highlights & Weekly Recap
🪙 Hard Assets & Digital Pulse
🌍 Macro Crosswinds & Sector Rotation
🗓️ This Week’s Catalyst Calendar
PRO Section:
5. 🖼️ Full Chart Pack with Updated Levels (9 core instruments: XLF, XLY, XLK, XLE, GOLD, SILVER, BTCUSD, OIL, DXY) → Refreshed each newsletter
6. 📑 Macro Index & Risk Map → Cyclical turns, stress points, and hidden momentum shifts
🌟 Market Highlights & Weekly Recap
The new week opens with a mixed picture across sectors and key macro instruments. Financials (XLF) remain locked below a stubborn ceiling, still holding their bullish structure but unable to make further progress. Consumer Discretionary (XLY) is pulling back, hinting at a potential test of investor sentiment as liquidity shifts. Technology (XLK) has cooled after its recent strength, with a modest correction aligning closely with short-term momentum signals.
Energy (XLE) continues to stand out, printing fresh highs and extending its bullish setup as buyers stay firmly in control. Precious metals dominate attention: Gold is pressing against resistance and holding strong, while Silver surged to a new high, further confirming its leadership in the metals space.
Digital assets show the opposite trend. Bitcoin extended its bearish setup, slipping lower as sellers stay in command. Commodities show diverging behavior: Oil remains in a flat consolidation, while the DXY continues its bearish profile, struggling to find sustainable support.
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🪙 Hard Assets & Digital Pulse
Precious metals continue to strengthen, with Gold pressing into resistance and Silver making new highs. Energy remains firm, though Oil itself is locked in a sideways pattern. Bitcoin diverges, keeping a bearish tone, reflecting broader risk aversion in the digital space.
🌍 Macro Crosswinds & Sector Rotation
Rates: Yields remain steady, supporting financials but weighing on growth.
Dollar: The DXY remains heavy, extending weakness that supports metals and exporters.
Rotation: Metals and Energy show leadership, while Tech consolidates.
Liquidity: Elevated repo and swap markets continue to highlight fragility in funding conditions.
🗓️ This Week’s Catalyst Calendar
Oct 1: US ISM manufacturing – first Q4 macro signal.
Oct 2: ECB minutes – tone may impact FX and metals.
Oct 3: US jobs data – critical for rates, USD and risk sentiment.
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