Craig Hemke – Outlook On Oil, Gold, Silver, And Precious Metals Stocks In Context With The Geopolitical And Macroeconomic Backdrop
Craig Hemke reviews the elevated oil, gold, and silver price levels, in context with the geopolitical and macroeconomic factors, but continued weakness in PM stocks in contrast to the metals.
Marc Chandler – Jobs Report, GDP Forecasts, ISM Manufacturing, And Inflation Metrics Better Than Expected, Central Banks Continue Easing, And A Review Of The Chinese Economy
Marc Chandler reviews a number of macroeconomic factors moving the markets from jobs, to inflation, to manufacturing, to GDP forecasts, and central bank loosening policies, the soft landing narrative is still pervasive.
Marc Chandler – Key Takeaways From Friday’s Jobs Report, Coming Fed Rate Cut Expectations, And The Steepening Yield Curve
Marc Chandler unpack the nuances in Friday’s jobs report miss and more downward revisions to the prior 2 months, market expectations around the series of coming Fed rate cuts, and the potential signal of the yield curve moving from inverted to steepening and normalizing.
Jordan Roy-Byrne – Gold Close To Breaking Out To New Highs In Inflation-adjusted Terms, And Both GDX and GDXJ Close to Breaking Out Above Lateral Price Resistance
Jordan Roy-Byrne, CMT, MFTA, reviews the significance of gold getting close to breaking out to new highs in inflation-adjusted terms, and both GDX and GDXJ are close to breaking out above lateral pricing resistance.
Chris Temple – Post Fed Meeting US Equity Markets And Commodities Take A Back Seat To Recession Concerns
Chris Temple discusses the market moves coming out of the Fed FOMC meeting and weaker jobs data this week,, where US equities and commodities rolled over on increasing recession concerns ..
Robert Sinn – Multiple Tailwinds For Precious Metals Stocks Heading Into August
Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) reviews his macroeconomic outlook, sector seasonality, and Q2 earnings all as positive tailwinds for the gold and silver junior mining stocks as we head into August
Brien Lundin – Fundamental And Technical Setup In Gold, And Factors Moving Resource Stocks
Brien Lundin review the fundamental and technical setup in the gold and what news and market factors are moving the resource stocks in gold, silver, copper, and uranium, and which companies have his attention.
Dave Kranzler – With Gold At All-Time Highs Again, Then Why Aren’t Gold Stocks Performing Better?
Dave Kranzler discusses the all-time high made in gold today, the underwhelming response from the gold stocks, and analyzing jurisdictional risk for opportunities in resource stocks.
Joel Elconin – Is This A Defensive US Equities Bull Market?
Joel Elconin discusses the continued march to new highs in the S&P 500, the mega-cap tech leadership, a deep dive into Tesla, and technical comments on Bitcoin, gold, oil, and inflation.
Craig Hemke – Options Expiration And Economic Data Could Make For A Volatile Precious Metals Market This Last Week Of the Month And Quarter
Craig Hemke, discusses the volatile week ahead with the options expiration contracts rolling over and the anticipated PCE inflation and personal income and spending data both due out this Friday morning.
Chris Temple – Fed Policy, Mid-Cycle Course Corrections, Inflation, The Great Stagflation, US Equities, And Commodities
Chris Temple shares his main takeaways from the FOMC meeting this week, how any limited rate cuts may just end up being mid-cycle course corrections, the true reality as it relates to consumer pricing inflation, The Great Stagflation, and how this all ties into the commodities sector and economy.
Craig Hemke – Gold Slumps, Silver and PM Mining Stocks Trend Sideways, And Copper Rallies
Craig Hemke discusses the recent pricing slump in gold, while silver and the precious metals stocks trend sideways, and copper continues to rally higher.
John Rubino – Mega Cap Tech vs Gold As An Inflation Hedge
John Rubino, Follow John on his Substack, joins us to outline why he thinks a market crash and recession are on the horizon. This makes…
Marc Chandler – A Focus On Currencies, GDP, Inflation, Commodities, Wage Growth, And 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 ties into central bank policies, domestically and abroad.
Craig Hemke – Making Sense Of The Recent Volatility In The Precious Metals
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 sector.
Sean Brodrick – Investing In The Commodity Megatrends In Gold, Copper, Oil, and Uranium Stocks
Sean Brodrick review how he is investing in the commodity megatrends in the gold, copper, oil, uranium sectors, and related resource stocks.
Robert Sinn – As Gold Prices Head Towards Nirvana, Gold Stocks and Silver Still Have Work To Do
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 breaking out to new all time highs.
Dave Erfle – Several Factors Stacking Up Showing Improving Sentiment In Precious Metals
Dave Erfle,The Junior Miner Junky, highlights a few different factors stacking up that show improving sentiment in the precious metals sector, and key technical levels to watch in gold, silver, GDX, and GDXJ.
Craig Hemke – Parsing Inflation Data, Gold Technical Outlook, Gold Stocks Underperform, And Silver
Craig Hemke was a wide-ranging discussion, starting out parsing the recent inflation data and market response, then technical outlook on gold, sentiment in the PM mining stocks, and silver.
John Rubino – Outlook on Gold, Silver, PM Producers Earnings And Margins, Sector Sentiment, And Newsflow From Juniors
John Rubino discusses his outlook on gold, silver, precious metal producers earnings reports, the narrative versus the reality around margins, the poor sector sentiment, and key recent newsflow from the PM juniors over the last week.