Strategic Insight: Examining the Structural Liquidity Shock (Jan 29–30)
The sharp downward adjustment in gold and silver prices during the final 48 hours of January 2026 was not a reflection of a shift in the intrinsic value of precious metals. Instead, the market experienced a Cross-Asset Liquidity Contagion driven by external equities volatility. I. Technical Contagion: NASDAQ Volatility and Margin Requirements The sequence of […]








