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Posts Tagged: fed policy
Marc Chandler discusses the moves in global currencies, recent US economic data for GDP growth and the PCE inflation metrics, commodities inflows, wage growth, corporate profits, and how this all...
Fri 26 Apr, 2024
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Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of the PreMarket Prep website joins us to recap this week’s US economic...
Fri 26 Apr, 2024
0 comment
Craig Hemke with a nuanced discussion on why we’ve seen such volatility in the precious metals sector from the end of last week into this week, and moves across the commodities...
Mon 15 Apr, 2024
1 comment
Sean Brodrick review how he is investing in the commodity megatrends in the gold, copper, oil, uranium sectors, and related resource stocks....
Tue 9 Apr, 2024
19 comments
Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of the PreMarket Prep website joins us to discuss the breakout in key...
Fri 5 Apr, 2024
9 comments
John Rubino joins me on this Easter Monday to discuss why he thinks the Fed just capitulated and why gold and silver stocks have...
Mon 1 Apr, 2024
10 comments
Robert Sinn, (aka Goldfinger and CeoTechnican) shares his key fundamental takeaways from the global macroeconomic data, and his technical outlook on gold, gold stocks, and silver as we see gold...
Thu 28 Mar, 2024
23 comments
Sean Brodrick reviews how he is investing in US equity markets, gold and gold stocks, oil and oil stocks, and the tech supercycle with artificial intelligence stocks, robotics stocks, and defense...
Tue 26 Mar, 2024
4 comments
Jesse Felder, Founder and Editor of The Felder Report joins us to share a range of factors that have him concerned about the stability...
Tue 26 Mar, 2024
3 comments
More fed policy

Marc Chandler – Central Bank Policies, Real Interest Rates, US Dollar Strength, And All-Time Highs In Gold and S&P 500

Marc Chandler focuses on 5 key central bank meetings and policy decisions, US markets reactions to the Fed meeting, real interest rates, US dollar strength, and both gold and the S&P 500 heading to all-time highs.

Fri 22 Mar, 2024
1 comment

Joel Elconin – Don’t Fight The Fed (And Other Central Banks)!

Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor at PreMarket Prep joins me to recap the Fed meeting and market reaction. Overall…

Fri 22 Mar, 2024
1 comment

Dave Erfle – Is The Gold Breakout To New Highs Getting Lost In The Overall Market Shuffle?

Dave Erfle with a deep dive in the precious metals sector, looking at both technical and fundamental drivers for gold, silver, and the PM stocks, and what factors may cause them to attract more generalist investing interest.

Thu 21 Mar, 2024
4 comments

Marc Chandler – Big Central Bank Preview Week, Inflation and Rates Higher

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market blog, joins us to focus on the rise in US…

Sun 17 Mar, 2024
4 comments

Dave Erfle – As Gold Breaks Out, Buying Gold Stocks On Pullbacks Using A Bull Market Playbook

Dave Erfle with a nuanced free-form discussion looking at the breakout in the gold price over the last 2 weeks, how silver and the PM mining stocks have been responding, and insights on how he is going to be positioning in his portfolio switching to a bull market playbook and buying any pullbacks.

Fri 8 Mar, 2024
10 comments

Joel Elconin – Gold to $2,200, All-Time Highs In Markets and Bitcoin, Jobs Data; Is This Goldilocks Scenario Too Good To Be True?

Gold continuing to breakout to 2,200, Bitcoin touching $70k today and strength in many other sectors within the markets. Is this a goldilocks scenario that…

Fri 8 Mar, 2024
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Craig Hemke – What Is Driving This Breakout In Gold, Silver, And PM Stocks?

Craig Hemke, with both a fundamental and technical look a the catalysts behind this recent breakout in gold to new all-time highs, and silver and the precious metals stocks popping higher to the upside.

Thu 7 Mar, 2024
5 comments

Marc Chandler – The Market Is Converging To The Fed, But Will It Stick?

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website joins me to discuss the recent inflation data out…

Fri 1 Mar, 2024
9 comments

Craig Hemke – Parsing The COT Data, Gold Majors Earnings, Value Vs Growth, Sector Sentiment, And Macroeconomic Movers

Craig Hemke with a wide-ranging discussion on the silver COT Reports, earnings from gold major producers, value versus growth, sector sentiment vs margins on valuations and the macroeconomic movers he has his eyes on moving forward.

Thu 22 Feb, 2024
13 comments

Joel Elconin – As The S&P 500 Approaches 5000 Has A New General Equities Supercycle Kicked Off?

Joel Elconin reviews the continued breakout higher in the US markets. With the S&P 500 index approaching the $5,000 level. Has a new market Supercycle commenced and should investors just stick with the tech and AI leadership?

Thu 8 Feb, 2024
8 comments

Nick Hodge – Macroeconomic Data Has Improved – Opportunities In Select General Equities, The Uranium Sector, And Copper Stocks

Nick Hodge reviews the improving macro setup, select opportunities in US equities, the continued bullish outlook for uranium stocks, and copper sector and stock positioning based on improving economic backdrop.

Wed 7 Feb, 2024
15 comments

Excelsior Prosperity – Last Week in Review And The Week Ahead – Part 8A – Macro Market Movers

Macroeconomic movers of jobs report, inflation,Fed policy, interest rates, bonds, US dollar, DOW, Nasdaq, S&P 500, Russell 2000, and much more

Mon 5 Feb, 2024
12 comments

John Rubino – The Issue Of Rising Interest Rates, The Truth Behind The Strong Jobs Data

John Rubino joins us today to discuss the rise in interest rates and last Friday’s strong US job data.   While we continue to hear…

Mon 5 Feb, 2024
1 comment

Robert Sinn – Talking Macro Movers, US Equities, Gold, Copper, Silver, And PM Stocks With Goldfinger

Robert Sinn, (aka Goldfinger) share his key fundamental takeaways from the macroeconomic data in the economy, the US equity markets, and the technical and supply/demand outlook on gold, copper, silver, the precious metals stocks, looking ahead into 2024. 

Fri 2 Feb, 2024
14 comments

Dave Erfle – Volatility In Silver And Gold Stocks Around The SILJ Rebalance, And How To Build Your Own Junior PM Mining ETF

Dave Erfle discusses the volatility in silver and gold mining stocks earlier this week due to the SILJ rebalance, and tips on how to build your own junior mining ETF positioning in high quality companies while they are undervalued.

Fri 2 Feb, 2024
3 comments

Marc Chandler – Strong Jobs Data Driving Markets Today, Have Market Dynamics Shifted?

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc To Market website to recap the strong BLS jobs data released this…

Fri 2 Feb, 2024
2 comments

Craig Hemke – Fedspectations Shift Post Powell Presser – All Eyes On The Jobs Number

Craig Hemke reviews the market volatility after the FOMC meeting and Jerome Powell’s press conference, changes to the Fed funds futures expectations and looking ahead to tomorrow jobs number and other macro movers until the next Fed meeting in March.

Thu 1 Feb, 2024
4 comments

Jordan Roy-Byrne – Gold Investors Need To Ignore The Fed And Focus More On Stock Analysis

Jordan Roy-Byrne discusses why he ignores the Fed macro narratives, and focuses more on the precious metals stocks, and why he is focused on the Jr producers more so than explorers or optionality plays.

Wed 31 Jan, 2024
8 comments

Excelsior Prosperity – Week in Review And The Week Ahead (Part 7)

Wide-ranging article with macro movers of inflation and GDP, real interest rates, Fed policy expectations, US dollar, general equities, gold, silver, copper, oil, nat gas, uranium, and much more.

Mon 29 Jan, 2024
28 comments

Marc Chandler – Inflation and GDP Recap; What Higher For Longer Means For Markets

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us for a special Sunday Editorial to recap last week’s…

Sun 28 Jan, 2024
6 comments