Craig Hemke, Founder and Editor of TF Metals Report, joins us to review the recent pullbacks across the board in almost every sector whether general equities, bonds, or the precious metals and commodities. The discussion covers a number of macro factors including the Fed rate hiking cycle, persistently high inflation, the strong US dollar, and the poor investor sentiment a present.
Craig outlined as similar trajectory for the year in his Macrocast 2022 report in January, and walks people though how some of these trends were already in motion coming into the macroeconomic backdrop for this year. He is expecting to see a reversal in these trends in the medium-term, as the Fed gets further into the rate hiking cycle and eventually needs to pivot back to accommodative policies once again. We wrap up talking about whether the precious metals sector will eventually diverge from the general markets, and what the catalysts may be for that to occur.