In this KE Report Daily Editorial, we chat with Craig Hemke, Founder and Editor of TF Metals Report, about the strong rebound in metals and markets following news of the U.S. government reopening and growing investor optimism.
Key Discussion Highlights:
- Front-running Next Year’s QE: Markets are already pricing in renewed monetary stimulus and yield curve control.
- Calm Market Window: A rare “clean week” with no major data or options expirations supports short-term strength.
- Record Gold ETF Demand: $37B in North American inflows shows investors are returning to gold exposure.
- Money Rotation: A small shift from overvalued tech giants could send metals soaring.
- Silver Upgraded: Added to the U.S. critical minerals list, boosting long-term visibility.
- Seasonal Setup: Typical December–February rally window could mark the next major upswing.
Click here to visit Craig’s website – TF Metals Report
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Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.