Your IMPORTANT Weekly Briefing: (11th July 2025)

The Neil McCoy-Ward Newsletter

July 11, 2025

Opening Note…

Welcome back to this week’s newsletter! And I’ve got a thought-provoking intro for you...

This week, more patterns are emerging that we’ve seen before. The economy is changing, that’s nothing new - we already know that. The media is distracting us (that’s why you’re here). Mainstream news doesn’t want you to do the numbers, research the trends, or be prepared for ANY sort of crisis. I won’t say their data is fake, but the all-time highs we are seeing are not all what they seem.

Also, people have now got to the point where they believe an AI more than they believe a human. Take this example here where someone asked Grok to summarise my video:

Grok got it half right. Let me ask you this: Do you truly believe that they are correctly managing stability through monetary policy? Or do you truly believe FIAT systems are resilient?

I always suggest you do your own research, but after what we’ve seen throughout history, Gold & Silver ARE the ultimate hedge against uncertainty. That’s not really even up for debate; it’s a FACT. We have 5,000 years of evidence Vs hundreds of years of a fiat currency experiment which has already failed multiple times.

Here was another comment that had me scratching my head:

Gold WAS confiscated in the US, which is taught in my Gold & Silver investing program in the earlier modules. In fact to be more specific, it was confiscated on the 5th April 1933 under Executive Order 6102.

And that’s why I actually teach you how to invest in Gold & Silver internationally, so it never gets confiscated… you have to diversify your holdings.

Some people have different opinions!

That last comment hits the point of my recent topics and metals education. We know what’s happening despite the propped-up data, and many have come to the conclusion that they NEED a hedge against instability. So I’ve done everything I can to provide you with the right tools so you can make an informed decision.

And this is your final warning for the Gold & Silver Investing Course pre-sale, because it is coming to an end this weekend.

This course covers the history of Gold & Silver, how it reacts during economic crashes and instability, as well as how to avoid risks and invest appropriately based on your circumstances. You’ll understand the patterns of previous recessions, how Gold & Silver reacted, and you will gain an idea of how to get prepared right now, so you can sleep comfortably in the face of uncertainty.

This is your last chance to get 90% off this course, the price goes up to $2,000.00 from Monday.

Remember you have a 30-day money-back guarantee, OR the option to swap onto any other course.

Read the stories, research the economics, and research your history. You may come to the same conclusion I have, contrary to Grok, FIAT systems are NOT resilient…

Let's now break down the most relevant stories from around the globe...

Table of Contents

1. Weekly Spotlight

Global Central Banks Are Sounding the Alarm

The Federal Reserve released its latest minutes this week, and it showed a division forming. The Fed Chair Jerome Powell is still maintaining his cautious approach of waiting and watching the data on rate cuts. But others inside the Fed are starting to lose patience. They’re calling for an immediate pivot, worried that the economy is slowing faster than expected. Still, there is a third group in opposition that warns inflation isn’t yet under control.

The other global central banks are watching closely. Australia’s RBA and New Zealand’s RBNZ are already slowing and pausing rate cuts in response to unstable global demand and U.S. tariff threats.

But there’s another layer to this… if the Fed pauses, the RBA & RBNZ have to as well. This is because if they keep their rates lower while the Fed holds steady, their currencies will weaken, making imports more expensive and hurting their own economy..

This is generating a major shift in the confidence of America’s fiscal leadership. We see this in a new UBS survey of 40 central banks, which found that nearly half believe a restructuring of U.S. debt is likely, not just possible. Read that again…

2. Quick Takes

Here are the top stories shaping the week:

  • Trump Escalates Tariff War
    Trump has announced a 50% tariff on Brazilian imports and is now threatening similar duties on other countries, including Brunei, Libya, and Moldova. This marks a sharp expansion of his trade pressure strategy.

  • Nvidia hits a $4 trillion market cap amid tariff chaos
    Nvidia has become the first publicly traded company to reach a $4 trillion market valuation, closing at around $164.10 per share on July 10, 2025. This milestone comes despite global trade tensions and new U.S. tariffs. Investor confidence remains high due to Nvidia’s dominance in AI chip production, which continues to drive its rapid growth since hitting a $1 trillion valuation in 2023.

  • U.S. Sanctions UN Official Investigating Gaza
    The Trump administration has issued sanctions against a United Nations official investigating war crimes in Gaza, drawing backlash over perceived obstruction of international oversight.

  • Linda Yaccarino Resigns from X
    Linda Yaccarino has stepped down as CEO of Elon Musk’s platform X, signalling another shake-up in the social media world. Her tenure was marked by internal clashes and declining ad revenue.

  • French Intelligence Chief Disputes Iran Narrative
    France’s top intelligence official claims the U.S. overstated the impact of its strike on Iran—and admits they don’t know the current location of Iran’s enriched uranium stockpile.

  • Free Speech Victory in Meme Case
    A man who was previously convicted by Biden’s DOJ for posting a meme mocking Hillary Clinton has had his conviction overturned in a major win for free speech advocates.

  • BRICS Secures Major Economic Deals
    The latest BRICS summit ended with over 80 new joint projects between Russia and China valued at $200 billion. However, no new political agreements were reached.

  • UK BoE eases mortgage rules
    The Bank of England has relaxed mortgage lending rules to help first-time buyers access more high loan‑to‑income (LTI) mortgages. While the overall cap of 15% remains, individual banks can now exceed this limit, boosting high-LTI lending, currently at 9.7%, to an estimated 11% by year-end, potentially aiding around 36,000 additional buyers. The BoE noted that deposit requirements remain the primary barrier for most buyers.

NEIL’S TAKEAWAYS:

In the United States
The Nasdaq is flying high, up over 30% year-to-date, and Nvidia just became the first U.S. company to hit a $4 trillion market cap, surpassing even Apple and Microsoft. If you read the MSM, you'll see a repeated message that “This isn’t like 1999.” We’re told this time is different because earnings are strong, and AI is driving real productivity. That may be true. But it’s also true that Nvidia now trades at a forward P/E of over 45, and its market cap is larger than the entire German stock market. At some point, even solid growth stories can outrun their own fundamentals. And for those of you who have watched my channel for a long time, when the media is repeating the same thing, insisting "this isn’t a bubble", it’s worth asking yourself: “Where have I heard that before?”

Prepare
If you’ve benefited from this rally, this might be a time to reevaluate because sentiment often overshoots reality. Tariffs, costs, and geopolitical moves have a way of creeping in when no one’s looking.

Across Europe
Germany’s exports to the U.S. plunged 7.7% in May, the sharpest drop since March 2022, according to Destatis. The Trump administration’s trade stance is hitting Europe harder than many anticipated. The European Union now faces:

  • 50% tariffs on steel and aluminium

  • 25% tariffs on passenger vehicles

  • A blanket 10% tariff on most other goods

Adding another layer of complexity: Europe’s high-yield bond market is surging. June saw a record €23 billion in junk bond issuance across 44 deals, the largest monthly volume ever recorded. It might look like bullish movement, but it may be a broader trend that capital is moving out of U.S. debt markets from rising fears over fiscal stability, and chasing yield wherever it's still available.

Prepare
Europe is feeling heavy pressure from debt and trade. If you have exposure to European assets, watch bond spreads, manufacturing PMI, and ECB rate moves closely.

On the Global Stage
This section will be a bit different from the last, as we explore the BRICS implications…

How BRICS Nations Could Dominate:

  1. Trade Without the Dollar:
    By settling more trade in local currencies or gold-backed systems, BRICS nations could reduce reliance on the U.S. dollar and shield themselves from Western sanctions. This builds internal economic resilience and increases internal influence.

  2. Resource Leverage:
    Many BRICS nations are commodity-rich. By tightening control over exports (oil, gas, rare earths, food), they can dictate prices and terms, especially to a resource-dependent West.

  3. Infrastructure & Investment Hubs:
    China’s Belt and Road, along with Russia-Asia energy pipelines and India’s new trade corridors, are creating a separate global logistics system. This cuts Western institutions and corporations out of key growth regions.

Parallel Financial Systems:
With growing efforts to launch BRICS-led credit rating agencies, development banks, and even digital currencies, these countries are laying the foundation for an independent financial architecture, one that doesn’t answer to the IMF, World Bank, or U.S. Federal Reserve.

In Asia, we are seeing momentum building: Japan’s factories are expanding, India’s manufacturing is surging, and China’s PMI is back in growth territory. There is a strong push among countries to bring manufacturing back home. What seems likely is that major economies will continue building parallel systems, such as the BRICS currency and bilateral trade pacts that bypass the dollar.

Where the West May Lose:

  1. Dollar Decline:
    Reduced demand for U.S. dollars in trade and reserves could weaken its value over time. This will mean Washington loses its ability to fund deficits cheaply and export inflation.

  2. Supply Chain Disruption:
    As BRICS nations consolidate control over rare earths, energy, and shipping routes, the West becomes more vulnerable to economic blackmail or logistical bottlenecks during crises.

  3. Loss of Global Influence:
    If more countries join BRICS+ or align with its systems, Western-led institutions like the G7 and WTO may become increasingly irrelevant outside their core blocs.

  4. Capital Flight & De-Globalisation:
    Investors may begin reallocating capital toward Eastern markets or commodity-based assets, leading to reduced Western market dominance and slower GDP growth, especially in Europe.

For More Macroeconomic Analysis and Investment-Focused Content, Join My Patreon Here: Click Here

3. Important Video of The Week

🚨 Europe Has Been Warned About Taxing US Tech Companies… This Doesn’t Look Good! Find Out What The Warnings Are…
 Watch the Full Video On Youtube

4. Chart of the Week

The Countries Gaining and Losing Millionaires in 2025

Countries that offer low taxes, a high quality of life, and political stability can attract high net worth individuals (HNWIs) and reap the benefits of increased investment and job creation.

The UK clearly is not one of those countries… (Scroll to see for yourself)

5. Market Overview

Over the past week, the S&P 500 climbed approximately 1.1%, closing at 6,280.46 on July 10th, driven by a robust mid-week tech rally. Despite geopolitical jitters, like tariff threats, markets advanced, underpinned by ample liquidity and the U.S. money supply (M2) still growing.

Investor confidence remains buoyed, though strategists warn that the current rally is narrow and valuations may be stretched. The Fed’s tone has softened, but expectations have shifted: investors now anticipate only one rate cut this year, rather than two.

🇺🇸 United States – S&P 500

  • High: 6,290.22

  • Low: 6,251.44

🇬🇧 UK - FTSE 100

  • High: 8,983.31

  • Low: 8,802.19

🇨🇦 Canada – TSX Composite

  • High: 27,120.00

  • Low: 26,918.81

🇦🇺 Australia – ASX 200

  • High: 8,608.80

  • Low: 8,538.30

Cryptocurrency:

Trend:

  • Bitcoin (BTC):

    Price: ~$118,016 7‑Day Change: +1.6%

    BTC remains strong above $110K, with steady gains and healthy 24‑hour volume. Liquidity inflows and market confidence continue to support its price.

    Ethereum (ETH):

    Price: ~$2,998 7‑Day Change: +6.7%

    Ethereum led the majors this week, outperforming BTC amid optimism over network upgrades like Dencun, bolstering sentiment and upward momentum.

    XRP:

    Price: ~$2.59 7‑Day Change: +7.0%

    XRP scored a breakout, surging ~6%. Whale accumulation and renewed institutional interest are giving it growing momentum

    Binance Coin (BNB):

    Price: ~$687 7‑Day Change: +1.0%

    BNB held steady, notching modest gains. Consistent platform usage helps buffer it against wider exchange regulatory pressures.

    Solana (SOL):

    Price: ~$163.7 7‑Day Change: +2.4%

    SOL is on a steady climb, buoyed by developer growth and institutional accumulation. Technical trends suggest bullish setups ahead, with eyes on the $190–$200 resistance zone.

Metals Market:

Gold Silver Ratio:

Gold & Silver

  • Gold (USD):

    Recent Range: ~$3,363–$3,295

    Weekly Change: Down ~0.75%, with tight price action as traders await inflation data and the FED holding rates. Despite the geopolitical tension and central bank demand, gold’s momentum paused this week.

    Continue holding long-term positions, but don’t expect explosive moves until CPI or Fed language provides new action.

Note: Local currency strength matters. For example, UK investors saw gold rise this week because the British pound strengthened. A stronger local currency means gold (priced in USD) appears cheaper in relative terms, reducing demand and dampening returns when converted back to pounds.

  • Silver (USD)

    Recent Range: ~$36.53–$37.47

    7-Day Change: Up around 1.2%, showing a bit more strength than gold.

    Silver remains above key technical levels. Industrial demand, especially linked to AI and EV manufacturing, is providing support.

    Potential Watch-Points:

    A move above $37 could signal a short-term breakout and lead to market interest.

    Monitor the U.S. dollar and real yields; silver tends to outperform when yields fall and the dollar weakens.

Neil’s Summary:

The markets are rising because liquidity is back, and the majority still believe central banks can fix what they’ve broken.

The East is building a parallel system (as we discussed earlier). Meanwhile, in the West, headlines are about rate cuts, tech stocks, and who’s leading the next AI rally. It’s a distraction. The real investors, the ones who preserve wealth across decades, are watching capital flows, commodity control, and currency shifts. Any smart investor I speak to isn’t following the headlines - they are following the charts and the data.

This is a moment to reposition strategically, because by the time the mainstream admits what's happening, the advantage will already be gone.

I have powerful tools that will help you when you’re ready…

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6. Faith & Success

“By wisdom a house is built, and through understanding it is established; through knowledge its rooms are filled with rare and beautiful treasures.”
— Proverbs 24:3–4

I align with this verse because I am all about building what lasts. Wisdom, understanding, and knowledge are all strong foundations for business and life. When everything around you feels uncertain, this verse reminds us that true wealth comes from intention.

Every smart choice you make, every discipline you apply, every skill you sharpen, it’s a brick in the foundation of your future. And over time, those who build with the right intentions will succeed.

Stay focused. Build wisely. The treasures come to those who don’t rush the process.

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Closing Thoughts 💬

There is a lot of chaos in the world, with floods and storms in the US, and tensions boiling in the UK. I am praying for the Texas flood victims and hoping these events will subside.

Safety and preparedness are very important.

To Your Success In Business And In Life,

See you next time,

Your Friend,

Neil,

DISCLAIMER
This newsletter is 100% FREE & is designed to help your thinking, not direct it. These newsletters shall NOT be construed as tax, legal, or financial advice and may be outdated or inaccurate; all decisions made as a result of this information are yours alone.

Trading/Liability: Neil McCoy-Ward operates/trades under a private Ltd company within the Isle of Man.