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Craig Hemke – Economic Data Points To Watch As We Navigate The Sideways Chop

Craig Hemke, Founder of TF Metals Report joins us to review some of the upcoming economic data points to watch out for over the next 2 weeks, as we continue to see choppy range-bound markets across the board.  We discuss the overall health of the price action we’ve seen in gold, silver, and the precious metals mining stocks over the last 6 months in a 2 steps forward then 1 step back stair-step progression higher. 

 

In the most recent past few weeks, Craig notes the sentiment change we’ve seen based on the markets Fed rate hike expectations, and a reduction in concerns with the banking sector, lessoning the bid for the PMs in sympathy.  He points to the FOMC meeting and the ECB meeting next week as potential market moving events. No doubt, we’ll see market participants parsing Jerome Powell’s comments to establish the tone and direction of markets until the next Fed meeting.  

 

We wrap up discussing how many generalist investors and financial media are still out of touch with the ongoing stagflationary environment that is likely morphing towards a recession later in the year, and how the Fed will need to reverse course from hiking to cutting, kicking off another monetary cycle.

 

 

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Click here to visit Craig’s site – TF Metals Report.

Discussion
26 Comments
    Apr 27, 2023 27:21 PM

    Gold dips as rate hike bets hold despite weak data, dollar gains

    By Deep Kaushik Vakil – Reuters – April 27, 2023

    “Gold reversed course and fell on Thursday, as the dollar gained after weaker U.S. economic readings failed to upend expectations of another interest rate hike by the Federal Reserve next week amid stubborn inflation.”

    https://www.reuters.com/markets/commodities/gold-inches-up-dollar-eases-us-gdp-data-focus-2023-04-27/

    Apr 27, 2023 27:23 PM

    U.S. GDP Slows To 1.1% In The First Quarter

    Scott Kanowsky – Investing.com – Apr 27, 2023

    “U.S. economic growth slowed by more than expected in the first quarter, according to preliminary data from the Commerce Department on Thursday.”

    “Real gross domestic product in the world’s largest economy increased at an annual rate of 1.1% during the January to March period, slowing from 2.6% in the final three months of 2022. Economists had predicted that the reading would come in at 2.0%.”

    https://www.investing.com/news/economic-indicators/us-gdp-slows-to-11-in-the-first-quarter-3066338

    Apr 27, 2023 27:08 PM

    Non-managed money related Juniors continue down.

      Apr 27, 2023 27:22 PM

      Protected versus free game. Orchestrated intervention versus off limits.

    Apr 28, 2023 28:04 AM

    Speaking of Craig and Sprott, the current lead article is a video on gata.org. Sprott mentions a few of his favorite stocks, talks silver and reinforces that intervention continues to be flagrant.

      Apr 28, 2023 28:49 AM

      There is word out on the net that First Republic Bank is in trouble after losing $100 billion in deposits. They expect The Fed could be making an announcement after markets close today. DT

        Apr 28, 2023 28:17 AM

        Do not panic………… Biden has your back…. lol…. just don’t let him sniff your hair….

          Apr 28, 2023 28:11 AM

          Bobby M…..at 321……… has some great comments on the banks and First Republic Bank…. which most here should already know…..

          RED ALERT: Another Bank About To Collapse | Bob Moriarty

    Apr 28, 2023 28:12 AM

    Freaky Friday……………. Again………….
    Nothing new………. it is all rigged… Fake Fed….. should not exist in the first place.
    Hang your hat on that one….LOL…..
    Have a Wonderful Weekend.

      Apr 28, 2023 28:37 AM

      Worth the read………. at zerohedge…..
      FedNow… And What’s Next?
      Tyler Durden’s Photo
      BY TYLER DURDEN
      FRIDAY, APR 28, 2023 – 06:30 AM
      Authored by Eric Peters via EricPetersAutos.com,

      The “Federal” Reserve – in the usual air-finger-quotes, to emphasize the maliciously disingenuous verbiage, the “Fed” being a conglomeration of private banks that controls the federal government and so, practically everything else, via the issuing of money it creates out of nothing that it loans at interest to the federal government – has up to now been a kind of background evil. Few knew about or understood its machinations – its manipulations – because few had any direct dealings with it.

      It was just, you know, the “Fed.”

      That is about to change.

      Come July, the Fed will involve itself directly in the affairs of Americans, via Fed Now – a chirpily named etiolation of the “Fed’s” manipulation of the nation’s money supply. The object now isn’t manipulation as much as it is habituation.

        Apr 28, 2023 28:59 AM

        Hi Jerry, First Republic shares have been dropping the last three days, First Republic will force The Fed’s invisible hands as to QE or QT. Will the puddin fingers keystroke more money! DT

        https://www.cnbc.com/2023/04/28/first-republics-stock-poised-to-rise-for-second-day-as-regional-bank-searches-for-rescue-deal.html

          Apr 28, 2023 28:08 AM

          Hello DT………….
          Bobby M says……….. all the banks are in the same situation…..

          Funny…… Bobby is talking about a Jubilee, which I have been talking about
          for YEARS…….

            Apr 28, 2023 28:16 PM

            Yes, you have, Jerry! DT

            Apr 28, 2023 28:19 PM

            And…., I have been talking about a Deflationary Depression for at least 15 years! DT

            Apr 28, 2023 28:32 PM

            There is no way out of this mess except through “Deflation”. DT

            Apr 28, 2023 28:37 PM

            The rotten parts of the economy must be allowed to go bust, new green shoots will take their place, but it will be slow and painful like the dirty 30’s. “Brother can you spare a dime.” DT

    BDC
    Apr 28, 2023 28:23 AM

    https://tinyurl.com/52euebw7
    Wild Gasser Morning!
    PMs Turning?

    Apr 28, 2023 28:39 AM

    240 minute june /NG…still acting well…1st targ 2.68

    https://tos.mx/hFW16v1

      BDC
      Apr 28, 2023 28:21 AM

      The rally this morning could be short covering.

        Apr 28, 2023 28:31 PM

        That would be well received.

    Apr 28, 2023 28:31 AM

    My Junior trades seem to indicate MMs are seeking lower than market to sell and higher than market to buy.

    That just indicates there is high demand for the miners and MMs scalping price in both directions. Just another indication of a scam without regulation.

    Apr 28, 2023 28:37 AM

    Today’s adds: Lione one, Aztec Minerals, American Eagle, Guanajuato Silver

      Apr 28, 2023 28:41 AM

      Good open today with a slow walk down toward close.

    Apr 28, 2023 28:55 PM

    Why would anyone bother attacking my crummy stocks for over a year … unless they are not crummy.
    Just a thought.