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.
Big breakout for XAU after a strong 2 month consolidation:
https://schrts.co/wtPpEggT
You know Trump has targeted Canada with huge tariffs, they are now 35%. During Trump’s first Administration he renegotiated The North American free Trade Agreement, (NAFTA) and called it The CUSMA Agreement between Mexico, Canada, and The US.
Since he took office for the second time he has been advocating that foreign automakers build their plants in The US instead of Canada or Mexico. CUSMA still stands but he will I believe soon abolish this trade agreement and that will leave a direct tariff on all Canadian assembled autos that go to the US from places like Alliston On. Canada.
Honda has said that they won’t abandon Canada but they are building a new plant somewhere in The US.
When the plant is almost finished the big truck haulers will show up in Alliston On. on a Friday evening and the machinery will be loaded on that weekend and transferred across the border. Trump means business and if Canadians don’t get it they will when it is too late.
We are living in a new World that is in flux but more so now. Canada must take Trump seriously or we will lose out. We need to address some of the concerns that our southern neighbors have been talking about. DT
Trump’s tariff operation is obvious manipulation.
No longer merely criminal — it’s treason!
Accepted by an immoral population.
Hi BDC, it is what it is, but if you study The Soviet Union after they were forced out of Afghanistan, Putin came to power and he saved Russia. He rebuilt their economy but it took a lot of difficult decisions because Russia was in a state of destruction.
He saved Mother Russia from deep decline which is what is happening in The US today. DT
DT: It’s nothing more than mob warfare on a worldwide scale. Vladimir Putin is a player, put in by Yeltsin, both of whom are originally Andropov creations on that side of the fictitious divide. Russian patriotic resistors are continually imprisoned by Putin. He is a defender of ‘Globalism’ and is playing his part for ‘Them’. BDC
First off BDC, you don’t understand Putin he is as you say a globalist, Russia and China created The BRIC’s because they wanted a way out of the unipolar World that The West was trying to impose on the rest of The World. DT
And BDC, I don’t think that you should engage me in this matter, you will lose but furthermore this site is not meant to be a political site except for short engagements you need to go to the other site if you want to challenge me. I will present my arguments there if you want to carry on. DT
DT: The PMs and related resources are nothing less than political now. However, I will go there after noting this resource, a Russian national patriot who is one of the very few accomplished English speakers available, and who was media connected on site (Russia) until things got too hot. My advice is to focus on his political commentary rather than getting into metaphysics, Old Believers, etc. BDC
https://slavlandchronicles.substack.com/
Do you really think that your country is any different, what do you think happened to JFK in 1963. Really, tell me more! DT
Here?
Here what? DT
You strongly recommended the ‘Politics’ section. Remember?
Of course but you continued your discussion on this site! DT
DT: “… However, I will go there after noting this resource, …” … BDC
What resource, I responded to you on the other site! DT
https://www.youtube.com/watch?v=MqMoilUX0iM
Rates : Interesting Butterfly Pattern
Things seem not too stable in general. Track things daily as there appears to be a plethora of questionable information from official sources and a plethora of information from unofficial sources. It puts retail in a real dilemna of who to trust..
Needless to say, we haven’t been down this road before as computers and Ai have open the doors to unimaginable and unregulated dark holes of potential adverse situations.
Mainstreet is vulnerable as the white collar thieves of today are no different than the street villains of history. As long as no one stops them .. they will not stop. We are going through a period of massive deregulation with Courts having a disproportional number of Judges that lean more favorably toward a political belief than established legal democratic guidelines.
We have to support each other in opposition to criminal and social injustice or perish.
Merger and Acquisition Opportunities In The Mining Stocks – Part 12
Excelsior Prosperity w/ Shad Marquitz (08-10-2025)
Alkane Resources (TSX: ALK) (OTCQX: ALKEF) / Mandalay Resources (TSX: MND) (OTCQB: MNDJF), Silver47 Exploration Corp. (TSXV: AGA) (OTCQB: AAGAF) / Summa Silver Corp. (TSXV: SSVR) (OTCQX: SSVRF) / Blackrock Silver(TSXV: BRC) (OTCQX: BKRRF), Minera Alamos Inc. (TSXV: MAI) (OTCQX: MAIFF) /
Equinox Gold Corp. (TSX: EQX) (NYSE American: EQX)
https://excelsiorprosperity.substack.com/p/merger-and-acquisition-opportunities-ad2
Politics and Mining/PM………….. have always been tied at the hips…. 🙂
Now the comments need to go to the ORPHAN SECTION……… LOL…. have a good one!
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