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Geopolitics To Drive News This Week

Cory
May 8, 2018

With limited economic data on tap for this week we need to look tot he geopolitical news that could have an impact on markets. Marc Chandler joins me to first address the recent central bank meetings and the policies out of each. It can be argued that the Fed is currently the only hawkish central bank of the major central banks.

As for this week in terms of news trader deals and the Iran nuclear deal is front and center. NAFTA negotiations will be on a tight schedule if a deal is to be presented and passed through the current Congress. There was also a breakdown in US/China negotiations last week that could have some trickle over impact. Most importantly the developments in the Iran nuclear deal will be watched closely.

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Discussion
39 Comments
    May 08, 2018 08:50 AM

    Nice little H&S formations on the GDX and GDXJ daily charts. Project back down to the recent lows. Should be fun stuff heading into mid June.

    May 08, 2018 08:24 AM

    Iran is not going to do anything………The US is not going to do anything…..
    The bankers are going to do everything………

      May 08, 2018 08:36 AM

      So far, at least for about three hours,you appear to be correct, OOTB.

        May 08, 2018 08:48 AM

        So far, so good…………..

      May 08, 2018 08:42 AM

      The US bankers are now small fry compared to Chinese banks, JP Shanghai, Citi Wing On, Morgan Stanloo are now calling the shots. I hope they know what they are doing or we are all in deep doo-doo. Something tells me that we ought to be worried. DT

        May 08, 2018 08:59 AM

        HSBC………..Mueller is thinking of joining the bank again…….. LOL

    May 08, 2018 08:33 AM
    May 08, 2018 08:40 AM

    $gold’s swing low from last week is still intact, but just barely. The 5 week RSI has not reached oversold levels yet, something that has happened at every intermediate cycle low for $gold since the low in ‘15.

    Will last week’s swing low hold? Guess where I come out on that?

    May 08, 2018 08:53 AM

    More Fake News……..CNN………somebody made some money on inside trading oil, I bet.
    https://www.zerohedge.com/news/2018-05-08/oil-jumps-after-nyt-denies-cnn-fake-news-trump-tells-macron-he-will-withdraw-iran

      May 08, 2018 08:54 AM

      CNN……..is just trash news……I can not believe anyone listens to MSN.

        May 08, 2018 08:05 AM

        Ratings, ratings, and more ratings, OOTB

          May 08, 2018 08:14 AM

          I am not sure why this comment was “pending” The link to the interview with James Earl Jones was benign and the link to the picture was also benign in my opinion.

            May 08, 2018 08:22 AM

            This is my way of saying who the corporate media is…. and why americans are brainwashed. I though the picture was self-explanatory.Ask for a vote on that.

            May 08, 2018 08:27 AM

            Why ask for a vote spacenorma when it is obvious. The reason I used the word benign is that comments are often put into the “pending section” when they are inappropriate. This picture was definitely not in that category.

            GH
            May 08, 2018 08:02 AM

            I believe any comment with more than one internet link goes to moderation.

            —-

            Your two links spell it out perfectly, spacenormal

            May 08, 2018 08:10 AM

            I think GH……is correct on multiple links………..

            May 08, 2018 08:13 PM

            Al:

            It had two links in it and when you have more than one link it automatically goes to pending.

          May 08, 2018 08:28 AM

          Great post …….spacenormal……..

      May 08, 2018 08:39 AM

      Regardless what trump told Macron, he has thrown the agreement into the trash can. https://www.zerohedge.com/news/2018-05-08/watch-live-president-trump-announces-his-decision-iran-nuclear-deal
      The Israelis and the neo-cons win again!

    May 08, 2018 08:34 AM

    Well right on cue (after my bearish post) gold reverses on a dime and goes positive.

    GDX’s 21, 34 and 55 WMA have perfectly converged at $22.62 this week. Just one more indicator of how ridiculously tight GDX’s range has been over the last year.

    May 08, 2018 08:46 AM

    Can we get a double bottom in $CDNX? Yes, I understand that it contains companies other than miners, but I don’t think the mining stocks are going anywhere without $CDNX. Would like to see it rally back above the 50 WMA, which is converging with the 100 WMA–the 50 WMA is only 5 pts above the 100 WMA as of this week. Both MAs are flattening out. This would be the perfect time for $CDNX to begin to rally (i.e., before a negative cross of the 50 and 100 WMAs.).

    GH
    May 08, 2018 08:04 AM

    This one posted at The Saker’s site is very good, on corruption in the military, and non-military paths to nuclear escalation.

    http://thesaker.is/military-and-non-military-escalation-into-nuclear-war/

    “As you know the level of corruption in the DoD is quite large. But what does that really mean? Most think of current and former generals consulting in some way for big business and steering procurements but not much else. The implications of the corruption go much further. If most or all of the the top echelons are corrupt and expect to continue this as private consultants once they leave the military they’ll need to have successors who will let them. While still on active duty they need to make sure their colleagues and subordinates won’t rat them out either. So it is in their interest to ensure promotions of the corrupt(able) and stall the careers of the more conscientious. The same applies at lower levels of the hierarchy. It’s unavoidable. The armed forces are therefor filled with officers who owe their careers not to their military competencies but to either their corruptibility or to being too stupid to notice.

    It goes further. When corruption is so incorporated into an organization it becomes dysfunctional. Which means it still functions, just not how it is supposed to. It will malfunction unexpectedly and unpredictably. And often. It will regularly fail to meet even minimum standards of performance. Severe underperformance will be standard. Trying to ascertain the cause of specific failures will be illusive and ‘fuzzy’. Fixes don’t work and no-one tends to be held accountable.”

      GH
      May 08, 2018 08:05 AM

      “As I mentioned in the second and third paragraph, escalation into nuclear war is commonly associated with military confrontation. The public perception is that such an escalation only becomes an issue if there is some kind of military on military incident first. Unfortunately this perception is false. There are several non-military escalatory roads that can lead to that same destination. It starts with a misconception of what war is, or what acts of war are. These are not limited to military confrontations or acts by armed forces of one country.

      Those of you familiar with this blog will know that you can make the case that the US and Russia are already at war. At the moment most of it is informational, a big chunk is economic and a small portion is ‘kinetic’. In addition to these categories you could also include covert operations (including assassinations and sabotage), cyber-warfare and diplomacy as non-military means through which war can be waged.

      Question: Do you feel you are in a new Cold War?

      Sergey Lavrov: I think it’s worse.

      Question: Worse?

      Sergey Lavrov: Because during the Cold War there were channels of communication; and there was no obsession with Russophobia which looks like, you know, genocide by sanctions.

      With regards to military escalation into nuclear war we have people like Mattis and Dunford to run interference no matter what their motivation is. When it comes to non-military acts of aggression against Russia (or China, Iran or North Korea) who do we have? Nikki Haley? John Bolton? Mike Pompeo? So yeah, I do worry a bit about getting into a nuclear war through non-military escalation.”

        May 08, 2018 08:14 AM

        350 Million people are about to wake up……….and will not be controlled by 8 million Fake Jews…………….

        CFS
        May 08, 2018 08:28 AM

        I’m currently in the UK.
        It is amazing, watching TV, (something I do not do I the US), I’m amazed at the minimal true analysis of the US-Iran deal.

        I’m also annoyed at ignorance in this forum.
        E.g., while the Balfour Declaration was indeed British in origin, the “giving” of a homeland of Israel was NOT a British act, a a League of Nations / UN act.

        Is the US controlled by Jews, or Zionists, or just greedy scum politicians that are bought and paid for by the military industrial system?
        I honestly don’t know.
        I do believe, however, it is far too easy for many politicians to become rich beyond any reasonable, rational extent; paid and corrupted by lobbyists and other entities, such that they appear to be driven not by the will of their voters, but by greed, sheer corrupt greed.

          CFS
          May 08, 2018 08:32 AM

          Oops……..as a League of Nations……

          I don’t know a more internationally legal way of doing things than that.

            b
            May 08, 2018 08:47 AM

            I stand corrected CFS, a league of nations act.

            I figure brithish as they were the power at the time.

            Fer instance, Canada buys U.S. made fighter jets, their decision or are they told to?
            Canada sends troops to Iraq, did the states tell them to?
            They sure as heck would not have if their masters said not to.

            But yes, league of nations.
            Just out of interest, who ran britain after 1815?

            Your right about the greed.

            Nice 2 c u back.

            May 08, 2018 08:51 AM

            Once again CFS you totally missed the target.
            You left out the Multi National Banks,ant the Central Banking system.
            Nobody does anything with out a banker.
            I’m not real smart CFS, but if you ever find yourself incarcerated don’t pick up the soap.

            May 08, 2018 08:53 AM

            WW1 Sykes-Picot Agreement:
            British Oil Imperialism
            https://www.youtube.com/results?search_query=British+oil+empire

            GH
            May 08, 2018 08:09 PM

            League of Nations and the UN were projects of who? To what end? Creepy globalist institution.

            What gives an international group of bureaucrats the right to steal any peoples’ land? Nothing. Just a legal fig leaf over might makes right.

            GH
            May 08, 2018 08:30 PM

            JohnK: CFS loves to play stupid when it suits him.

    May 08, 2018 08:12 AM

    Not surprisingly Lundin has taken a run at Nevsun…..and not surprising that I missed the boat as I’ve become consumed with playing the pots again.

    May 08, 2018 08:53 AM

    Gold should be going up …………..on IRAN news……….

    May 09, 2018 09:56 AM

    Pilbara gold darling Artemis puts Novo Resources shares up for sale –

    https://stockhead.com.au/resources/artemis-puts-novo-resources-shares-up-for-sale/

    May 09, 2018 09:30 AM

    REALIST NEWS -Well bottom was hit in crypto market and moving up now – May 9th Baby

    https://www.youtube.com/watch?v=InRLN5puCzg