Gold Market Update

Gold recently became extremely overbought in momentum terms against all major fiat currencies. The probability is high that the gold price has either just set a multi-month price top or will soon do so. The euro, the Yen, the Swiss franc, and the Canadian dollar recently became as stretched to the downside relative to gold as they have been in 15 years.

Mainstream Fund Managers Jumping On The Gold Bandwagon

Big money managers are starting to jump on the gold bandwagon as inflation worries grow. Over the last few weeks, gold held its ground despite a strong dollar and rising bond yields. 83 percent of big fund managers are now long precious metals. The Federal Reserve isn’t winning the inflation fight.

Is There Really A Shortage In Silver?

Silver Institute released its 2024 World Silver Survey last week. Silver demand outstripped supply in 2023, for the fifth year in a row. The forecast for 2024 indicates that the annual production shortfall will nearly double to 265 million ounces. Silver prices have finally begun playing some catchup to gold.

Gold And Bitcoin Rallies Vs. U.S. Dollar Strength

Bubble Up: The Everything, Everywhere Bubble

Home Market Outlook Economy Analysis Bubble Up: The Everything, Everywhere Bubble. Investors face a challenging landscape with fiscal dominance pushing bond yields and inflation. Rising interest rates aim to curb inflation but can hurt stock valuations and bond prices. We are in the euphoria phase of an AI bubble.

Weekly Report: what happened at JJPFF last week (0415-0419)?

Don't Fight The Central Banks, Consider Buying Gold

Gold has performed strongly in 2024 despite inflation and high interest rates, challenging historical norms. Central banks have been buying gold in droves. Investors are turning to "real" assets like gold as hedges against political uncertainty, war, and recessions. Investors should not fight the central banks, consider buying gold.

Silver Demand Outstrips Supply For Third Straight Year

Signs Of Life In Global Resources

Why Is The Gold Rally Leaving Silver Behind?

Global Growth Returns And The 2025 Fiscal Reckoning

What Iran's Attack Means For Commodities

Reflation Trade Is The New Bullish Narrative

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

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.

Weekly Report: what happened at JJPFF 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.