In this Daily Editorial, we are joined by Craig Hemke, Founder and Editor of the TF Metals Report, to dissect the recent volatile price action across the precious metals sector. As silver maintains its footing in a significantly higher price bracket compared to recent years, Craig provides a technical and fundamental outlook on where the floors and ceilings currently sit for the complex.
Key discussion points include:
- Silver’s technical range-bound consolidation: Why the current $65–$95 range is providing critical lines of demarcation for investors and what a breakout above $95 would signify for the next leg higher.
- The gold-silver ratio and gold’s sensitivity: An analysis of why gold has remained relatively stagnant compared to silver and how Federal Reserve rate hike expectations are weighing on the yellow metal.
- Paradigm shifts in historical pricing: A look at why silver’s ability to hold above $85 – despite a rallying US Dollar and rising yields – suggests a fundamental change in market dynamics compared to previous cycles.
- Copper’s influence on the silver trade: Exploring the “Dr. Copper” breakout to all-time highs and how industrial demand and supply hoarding in the red metal are providing a tailwind for silver.
- Macro drivers and negative real rates: Why the long-term thesis remains tied to the inevitability of yield curve control and the return of deeply negative real interest rates.
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.