Weekend Show – Marc Chandler & Darrell Fletcher – Taking A Step Back From The Daily Volatility: Tariffs Impacts To Economic Data And Commodities
This KE Report Weekend Show dives deep into the growing crosscurrents hitting the U.S. economy and commodity markets. In the first half, Marc Chandler (Bannockburn Global Forex) unpacks how weak job data and rising tariff risks are driving rate cut expectations and reshaping the dollar outlook. In the back half, Darrell Fletcher (Bannockburn Capital Markets) gives us a trader’s eye view on the violent copper repricing, where energy markets may head next, and why metals like platinum and tin are gaining momentum.
- Segment 1 & 2 – Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market site, joins the KE Report to break down the shifting macro landscape as weaker U.S. jobs data and tariff volatility drive expectations for multiple Fed rate cuts this year. He discusses the dollar’s cyclical downtrend, the inflationary impact of tariffs, confusion around gold and copper duties, and whether U.S. economic dominance may erode amid rising debt, diverging trade alliances, and a weakening labor market.
- Click here to visit Marc’s site – Marc To Market.
- Segment 3 & 4 – Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, returns to share trader insights on copper’s sharp price collapse following tariff exemptions, the persistent structural supply challenges in refining, and why copper remains in a long-term uptrend. He also discusses bearish trends in oil and natural gas, ongoing strength in precious metals led by investor demand and central bank buying, and how government support for refining capacity is reshaping the outlook for critical minerals.
- Click here to learn more about Bannockburn Capital Markets.
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The world is changing very fast but one thing that is always prevalent is that technology will be applied to improve a product with another substance when the substance they are replacing is becoming scarce. Silver is becoming too much of an industrial metal, I think it will become more of a precious metal commodity as the future progresses. Graphene is a big disruptor in a lot of markets, this is happening so quickly that as an investor if you aren’t nimble enough you will lose out.
HydroGraph’s graphene is almost 100 % pure, and they have the patents to protect their product in The West. In fact their product at this time is superior in the marketplace and it can be designed for all sorts of applications. DT
Hi DT . I wonder what the cost difference will be , Graphene V Silver !!!?
Also what would the life span of Graphene in a solar cell be , in compareson to Silver !!! These are Questions that need to be asked….. imo
Silver will become very expensive soon, graphene will win hands down. HydroGraph is building a big plant in Texas right next door to a company that produces acetylene. Hydrograph produces graphene by performing an explosion in a steel vessel that combines oxygen and acetylene and the acetylene will be pumped into their plant via a pipeline connection from next door. This explosion produces extremely high grade graphene. They have a pilot plant in Kansas next to the university of Kansas, so they know this process works and it is patented.
Silver has to be mined and it is a finite commodity, high grade graphene can be manufactured with the use of only two simple and abundant elements, silver will not be able to compete in price or in its ability to conduct electricity.
IT, graphene is not graphite, it is stronger than steel, lighter than aluminum, thinner than paper, more conductive than silver, harder than a diamond, which DO YOU THINK will last longer? DT 😍👌👍
OH! OH! Every time I think about HydroGraph I want to buy more. Please Sir, may I have more! LOL! DT
The 20 year bond market continues to (so far) predict another leg down in the market in the next year. The only thing that could be the catalyst is inflation. The effect of tariffs have not yet taken effect even though a lot of pundits have denigrated that possibility. The next down leg does not necessarily mean investors will push the dollar higher since the amount of treasuries that will need to respond to our debt will probably over burden the buyers of that debt. I continue to add to my PM stocks on pullbacks and we have yet to see the hysteria buying frenzy that will occur in these stocks. What a great time in our history to be in a huge position in these stocks.
This is from Graphenergytech:
Unleashing the
power of graphene for solar cells
We have developed and patented a novel process to integrate graphene electrodes into solar cells, replacing the silver and other precious metals whilst retaining or improving power conversion efficiencies and reliability. DT