In this Daily Editorial, we sit down with Craig Hemke, Founder and Editor of TF Metals Report, to analyze the recent rebound in precious metals. With Gold nearing $5,000 and Silver trading around $80, Craig provides a deep dive into the technical and fundamental drivers shaping the markets in April 2026.
Key discussion points:
- The Anomalous COT Reports: An examination of why current open interest in Comex Gold and Silver is hitting multi-decade lows and how this “thin” market is driving increased price volatility.
- Central Bank Demand vs. Sovereign Selling: Insights into the recent “London Plunge” and how massive physical gold sales by Turkey impacted global prices.
- Technical Moving Averages: A look at the “Universal Chart” and whether the current recovery can restore the bullish technical alignment seen earlier in the year.
- Macro Catalysts and Policy Shifts: Discussion on potential Fed interest rate cuts, the nomination of Kevin Warsh, and the whispers of a U.S. Treasury gold revaluation to bolster the national balance sheet.
- Gold as a Devaluation Trade: Why the long-term trend remains a fundamental move away from fiat currency and toward the elemental stability of precious metals.
Click here to visit Craig’s website – TF Metals Report – https://www.tfmetalsreport.com/
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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 or investment product. Investing in equities, commodities, really everything 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.