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Posts Tagged: central banks
Chris Temple, with a longer-format nuanced discussion on the US equity markets, US dollar, gold, and the real health of the economy, after this week's Republican party sweep in the elections, and Fed...
Thu 7 Nov, 2024
2 comments
Marc Chandler reviews a number of macroeconomic factors moving the markets from jobs, to inflation, to manufacturing, to GDP forecasts, and central bank loosening policies, the soft landing narrative...
Sun 6 Oct, 2024
2 comments
Marc Chandler unpack the nuances in Friday’s jobs report miss and more downward revisions to the prior 2 months, market expectations around the series of coming Fed rate cuts, and the potential...
Sun 8 Sep, 2024
10 comments
Dave Kranzler discusses the all-time high made in gold today, the underwhelming response from the gold stocks, and analyzing jurisdictional risk for opportunities in resource...
Tue 16 Jul, 2024
3 comments
Marc Chandler recaps the economic data from a very volatile week looks ahead to more macroeconomic data on tap. He also reviews the corrective moves down in the commodity sector and some of the news...
Fri 7 Jun, 2024
2 comments
John Rubino, Follow John on his Substack, joins us to outline why he thinks a market crash and recession are on the horizon. This...
Mon 13 May, 2024
3 comments
Marc Chandler focuses on 5 key central bank meetings and policy decisions, US markets reactions to the Fed meeting, real interest rates, US dollar strength, and both gold and the S&P 500 heading to...
Fri 22 Mar, 2024
1 comment
Jeff Christian delves into the pattern of central bank buying in gold over the last 13 years, which countries central banks are doing the buying, and how this factors into the gold pricing moves....
Tue 23 Jan, 2024
3 comments
Episode 3 focuses on the Pivot Party and potential aftermath of central bank policies from the Fed, to ECB, to BOE, to BOJ, interest rates, general US equities, currencies, oil, copper, gold, and a...
Mon 18 Dec, 2023
14 comments
More central banks

John Rubino – Macroeconomic Data Turbulence Helping Gold, But Not So Much The Gold Stocks

John Rubino outlines the different macroeconomic data points that continue to underpin gold strength, but not so much the gold stocks.

Mon 30 Oct, 2023
0 comment

John Rubino – What Are The Economic Implications Of The BRICS Countries Launching A Gold-Backed Currency?

John Rubino discusses the macroeconomic implications for recently announced gold-backed currency being proposed by the BRICS countries.  

Mon 10 Jul, 2023
21 comments

Dave Erfle – Capitalizing On Precious Metals Weakness As Generalists Continue Piling Into The Magnificent Seven Tech Stocks

Dave Erfle reviews the weekly, monthly, and quarterly closes in gold, silver, GDX and GDXJ, and looks forward at potential geopolitical and macroeconomic forces that may move the markets. 

Fri 30 Jun, 2023
0 comment

Craig Hemke – Pushing Back On The Omnipotence Of The Fed’s Economic Messaging

Craig Hemke, reviews how general equities and PM have reacted to macroeconomic data points and Fed policy expectations.

Thu 29 Jun, 2023
39 comments

Dave Erfle – Junior Mining Volatility On The Back Of Portfolio Rebalancing In The GDXJ And SILJ

Dave Erfle outlines the impact that GDXJ and SILJ portfolio rebalancing has had on many junior PM mining stocks.

Tue 20 Jun, 2023
23 comments

Ed Moya – Are We Witnessing A Bull Trap Or A New Bull Market In US Equity Markets And The Cryptos?

Ed Moya reviews how US equity markets, bonds, the US dollar, and cryptos pushed off from the gate, after a 3 day holiday weekend. 

Tue 20 Jun, 2023
10 comments

Craig Hemke – Are You In Precious Metals For The Long Game, Or Just A Brief Fiat Flip?

Craig Hemke with a big picture look at the various motivations to be invested in the precious metals sector.

Thu 25 May, 2023
13 comments

Michael Oliver – Precious Metals Will Benefit As The Largest Asset Bubble In History Continues To Pop

Michael Oliver reviews how macroeconomic and technical momentum trends will impact US equities, gold, silver, and the PM mining stocks.

Mon 22 May, 2023
34 comments

Craig Hemke – Markets Are Still At The Mercy Of Economic Data Flow

Craig Hemke, recap the economic data points that have been, and will, keep moving markets.

Thu 4 May, 2023
19 comments

Jordan Roy-Byrne – Markets Can Continue Higher Before The Next Larger Corrective Move

Jordan Roy-Byrne reviews why both the US general equites and the precious metals markets can continue higher before a more meaningful market correction.

Wed 19 Apr, 2023
4 comments

Craig Hemke – Gold, Silver, And The PM Stocks Continue Ratcheting Higher Post Powell Press Conference

Craig Hemke discusses the futher pop higher on Thursday in gold, silver and the PM mining stocks, post Powell press conference on Wednesday.

Thu 23 Mar, 2023
23 comments

Marc Chandler – A Discussion On Trends In Interest Rates, Debt Servicing, Currencies, And Key Economic News On Tap

Marc Chandler looks at the trends in interest rates and how that aligns with Fed policy expectations, debt servicing, and reactions in global currencies.

Fri 3 Mar, 2023
4 comments

John Rubino – There Is An Economic Game Of Chicken Going On, And The Fed Is Determined Not To Blink

John Rubino reviews some of the macroeconomic trends in motion, what higher interest rates for longer mean, and discusses PM mining stocks.

Mon 6 Feb, 2023
32 comments

Craig Hemke – Is This The Pause Before The Storm Or The Pause Before The Party?

Craig Hemke reflects on the recent Fed meeting and how that relates to the precious metals sector and general equities.

Thu 2 Feb, 2023
13 comments

John Rubino – Is The Economy Heading Towards A Recession Or A Soft Landing?

John Rubino, reviews a whether the economy is heading into a deeper recession or more of a soft landing in 2023. 

Mon 9 Jan, 2023
14 comments

Dave Erfle – Precious Metals Kick Off 2023 With A Continued Move Higher

Dave Erfle highlights that the PMs have kicked off the new year in the green, despite the higher US Dollar.

Tue 3 Jan, 2023
37 comments

John Rubino – Comments On Gold, House Market Issues and A Possible Major Driver For Nuclear Energy

John Rubino discusses the 4th quarter run higher in gold, issues in the US housing market and the energy sector.

Tue 27 Dec, 2022
15 comments

Is The Powell Pop In PMs A Prelude To A 2018-2019 Scenario?

Craig Hemke reviews the recent pop in the precious metals on the back Powell’s press conference yesterday, and similarities to 2018-2019 Fed policy.

Thu 1 Dec, 2022
21 comments

Dave Erfle – A Number Of Positive Macroeconomic And Technical Factors Stacking Up For Precious Metals

Dave Erfle, the Junior Miner Junky, reviews the volatile moves in gold stocks, and the technical levels and economic data he is watching in the near-term.

Tue 29 Nov, 2022
23 comments

Marc Chandler – Weekly Recap Of Currencies, Central Banks, Commodities, And China

Marc Chandler with a recap of the US Dollar and other currencies, central bank policies, commodities, and China’s economy.

Fri 18 Nov, 2022
0 comment