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Nuclear Update Premium August 23, 2025
Powell finally leaned dovish at Jackson Hole, hinting at cuts and handing markets a short-term sugar high. But cracks remain: sticky inflation, stretched valuations, and geopolitical risks are still gnawing at sentiment.In uranium, the picture is far sharper. Kazatomprom shocked the market by pulling 8 million pounds out of 2026 supply, flipping sentiment overnight and forcing utilities back to the table. With demand forecasts climbing and producer discipline holding, the cycle is tightening.
Nuclear Update Premium August 16, 2025
Markets are caught between Trump’s Fed shake-up, conflicting inflation prints, and a fragile tariff truce, yet liquidity remains risk-on. For uranium, the signal is clearer: policy momentum, tightening supply, and contracting demand make it one of the few assets running on its own cycle.
Nuclear Update Premium August 9, 2025
The data is flashing mixed signals: PMI is deep in contraction territory, payroll growth is the weakest since 2020, and labor cracks are spreading. Yet historically, low PMI readings and brief pullbacks at record highs have often marked bullish turning points, especially with Treasury’s “stealth QE” still pumping liquidity into markets.
Nuclear Update Premium August 2, 2025
Markets just wrapped one of the hottest Julys in decades, buoyed by momentum, softening Fed language, and cooling trade tensions. But under the surface, labor data revisions, sector divergences, and seasonal headwinds are raising questions about what comes next.
