Craig Hemke – Macrocast 2023 – One Step Beyond
Craig Hemke, Founder and Editor of TF Metals Report, joins us to reflect on the continued bounce in the precious metals to start the year, and shares some key themes from his Macrocast 2023: One Step Beyond forecast (linked below this interview).
We start off discussing the pop in gold and silver and the PM mining stocks the first 2 days of 2023, which was a continuation of the trend we’ve seen the last few months. Next we shifted into reviewing how markets like the US dollar and bonds / interest rates played out in 2022, and how they could be setting up for 2023. Some of the trends discussed hinge upon expectations around inflation, data stacking up for a growing recession, labor trends, and the potential for a quicker than expected shift by the Fed to rate cuts the middle to end of next year.
Craig emphasized it is a year that could be much like 2019, where it will be wise to be patient, block out a lot of the main stream financial media noise, and focus on what actually plays out as things evolve into the middle of the year to come.