Why Is The Gold Rally Leaving Silver Behind?

Gold has soared to new record highs in April. Gold has rallied despite Fed Funds futures depricing many of the cuts that traders had expected for 2024. Silver has rallied but it's far from its all-time high. The fact that the rally has not fully translated to silver may be an indication that the gold rally is overextended.

Global Growth Returns And The 2025 Fiscal Reckoning

Gold prices are hitting all-time highs despite outflows from U.S. Bullion ETFs. Investors should be prepared for a gold/bitcoin/bitcoin bull market in 2024-2025, says Klaus Vedfelt. Gold is signaling that government spending policy could be wildly stimulative.

What Iran's Attack Means For Commodities

Investing in politically sensitive commodities, such as oil and metals, could mitigate the potential impacts of rising geopolitical turmoil. Iran’s direct attack on Israel may carry significant implications for global commodity markets. The threat of further Iran-Israel escalation combined with sanctions on Russian metals underscores the need for diversification into geopolitically sensitive commodities.

Reflation Trade Is The New Bullish Narrative

Economic reflation is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains. The last time Wall Street focused on the reflation trade was in 2009. Interest rates, gold, and commodity prices have increased in the past few months. The house view for 2024 remains intact.

Friday's Silver Sell-Off May Have Actually Been Great News For Silver Bulls

Friday's Silver Sell-Off may have actually been great news for silver bulls. Spot price of silver fell from just over $29.60 per ounce to just under $27 before rebounding late in the day on Friday. The timing of the fall indicates that the paper market drove the sell-off.

Does The Rally In Gold Still Have Room To Run?

Weekly Market Pulse: Are Higher Interest Rates Good For The Economy?

Interest rates surged last week on the back of a hotter-than-expected inflation report. The rise in rates last week pushed the 10-year to its highest level since the peak at 5% in October of last year. Gold has been setting new highs, trading above $2400.

The Role Of Gold In Turbulent Times

Gold can function as both an inflation hedge and an appreciating asset during periods of low real interest rates. Inflation impacts various asset classes differently, but the critical factor for gold is real rates adjusted for inflation. Gold's price rise amid inflation is not solely due to its role as a safe haven.

Financial D-Day And The Rise Of The Gold Vigilantes

The U.S. Government is spending at levels typically only seen in a recession or financial panic. The national debt has ballooned to over $34 trillion. Annual interest payments on the debt are now topping $1 trillion. March 1st, 2024 could be a historic day for gold prices. Gold prices have soared from $2,000 per ounce to over £2,300 per ounce.

Market Cycle Momentum Reigniting (Q2 2024 Update)

Market cycle appears to be reigniting, suggesting a shift towards more cyclical assets like commodities and equities. The overall momentum in corporate earnings, commodities, and interest rates continues to trend downwards. Signs of reacceleration are evident in commodities and Treasury yields. The market cycle remains in a high-altitude, oxygen-deprived position.

Weekly Report: what happened at DBP last week (0408-0412)?

Gold's Battle Royale: Inflation Vs. Interest Rates

Consumer Price Index rose by 3.5% in March, exceeding expectations and raising concerns about the economy. Inflation pressures persist, casting doubt on the Federal Reserve's plans to lower interest rates in June. Some economists are now expecting rate cuts to start in July and September. Gold has historically been considered a safe haven in times of inflation.

Tighter Fundamentals And Geopolitics Are Pushing Commodities Higher

Home Market Outlook Commodities Tighter Fundamentals And Geopolitics Are Pushing Commodity Prices Higher. Oil market tightens as geopolitical risks grow. Europe exits winter with record natural gas storage. Copper is trading at its highest since the middle of 2022.

Gold Market Commentary: What's The Bull Case At An All-Time High?

Gold prices scaled new heights in March, finishing 8.1% higher at US$2,214/oz by the end of the month. Gold had a strong March, as futures investors and green shoots from US gold ETFs helped drive prices to new all-time highs. The fundamentals underpinning the current rally include growing geopolitical risk, steady central bank buying and resilient demand.

With Gold At New Highs, Miners Consider More Than Price

Gold closed at an all-time high in March; a disciplined, cautious approach to acquisitions may bode well for gold equities. Gold has the potential to trade above the $2,000 per ounce level in 2024. A rising gold price environment has historically been accompanied by strong performance by gold stocks.

Q1 2024 Update: Gold Rallies

Home Market Outlook Today's Market Q1 2024 Update: Gold Rallies. Global equity markets reached record levels in the first quarter of 2024, driven by perceived resilient economic data. But investors would be prudent to recognize that such data tells us little about real economic conditions. Gold experienced a substantial rally alongside 'risk-on' assets.

Here's One Reason This Gold Bull Run Likely Still Has Legs

Gold has surged to record highs of over $2,350 per ounce. Even with the price of gold climbing rapidly, there are still outflows of metal from gold-backed funds. The flow of gold into and out of exchange-traded funds has slowed to a trickle in recent weeks.

Gold Monthly: Gold's Hot Run Continues

Sentiment Speaks: Why Did Gold Go Boom?

Weekly Report: what happened at DBP last week (0401-0405)?