Welcome to the Weekend Edition of the KE Report. With one of the lowest volatility April’s even, we now look ahead to the second half of 2023. Expectations for the second half of 2023 are all about recession, rate cuts and a much worse market environment. We focus this Weekend on what is reasonable vs extreme vs guaranteed.
Please keep in touch with Shad and I through email. We love hearing what all of you think about the markets, metals and companies we featured this week. Or email addresses are Fleck@kereport.com and Shad@kereport.com.
- Segment 1 and 2 – Marc Chandler, Managing Partner at Bannockburn Global ForEx kicks off the show with a discussion ranging from an earnings season recap, currency moves with the Dollar remaining weak, Fed rate cut expectations and the de-dollarization narrative more in the media.
- Segment 3 and 4 – Christopher Aaron, Founder of iGold Advisors and Senior Editor at Gold Eagle wraps up the show by diving into the gold, silver and GDX charts. Christopher has never been this bullish on the show before. He explains a number of different factors he likes in the charts.