Minimize

Welcome!

Posts Tagged: inflation
Nick Hodge discusses the macroeconomic factors moving markets, the Chinese economy, and investing trends in both the copper and lithium markets, along with their related...
Wed 16 Oct, 2024
4 comments
Craig Hemke joins me for a bigger-picture discussion on the role of gold in one’s diversified portfolio as counter-measure to economic and geopolitical tensions, and the ongoing devaluation of...
Mon 14 Oct, 2024
26 comments
Dave Kranzler joins me for a wide-ranging discussion on the truth and fiction in government macroeconomic numbers, what US stocks he is shorting, and what gold and silver stocks he is bullish on in...
Thu 10 Oct, 2024
5 comments
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...
Mon 7 Oct, 2024
12 comments
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...
Sun 6 Oct, 2024
2 comments
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...
Sun 8 Sep, 2024
10 comments
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...
Wed 28 Aug, 2024
9 comments
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...
Fri 2 Aug, 2024
14 comments
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...
Fri 26 Jul, 2024
14 comments
More inflation

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.

Thu 18 Jul, 2024
6 comments

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.

Tue 16 Jul, 2024
3 comments

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.  

Fri 5 Jul, 2024
0 comment

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.

Mon 24 Jun, 2024
8 comments

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.

Thu 13 Jun, 2024
22 comments

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.

Mon 13 May, 2024
13 comments

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…

Mon 13 May, 2024
3 comments

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.

Fri 26 Apr, 2024
0 comment

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.

Mon 15 Apr, 2024
1 comment

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.

Tue 9 Apr, 2024
19 comments

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.

Thu 28 Mar, 2024
23 comments

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.

Thu 14 Mar, 2024
1 comment

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.

Thu 29 Feb, 2024
19 comments

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. 

Tue 20 Feb, 2024
2 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

Excelsior’s Week In Review – Part 6 Inflation, Fed Policy Expectations, Interest Rates, Oil, Nat Gas, Uranium, Gold, Silver, Copper

A look at market reactions to last weeks’ inflation readings, geopolitics, interest rates, yield curve flattening, uranium, oil, natural gas, gold, silver, copper technical outlooks, and more…

Sun 14 Jan, 2024
4 comments

Marc Chandler – Jobs Report, Inflation, Fed Rate Expectations, The Dollar, Gold, And Other Macro Movers

Marc Chandler discusses the key takeaway from the jobs report, inflation guidance, Fed policy expectations, and his technical levels in the US dollar, gold, other currencies for investors to keep tabs on.

Fri 5 Jan, 2024
15 comments

Excelsior’s Week In Review – Episode 2 – Surfing The Macroeconomic Waves, Riding High On Uranium Trends, While Oil And Gold Were Pulled Down Under The Riptides

Shad reviews last weeks macroeconomic drivers covering interest rates, US dollar, Jobs Report, inflation, Fed policy, Oil, Copper, Gold, Uranium, resource stocks, and much more…

Sun 10 Dec, 2023
14 comments

Robert Sinn – As Gold Puts In The Highest Monthly Close On Record, The Precious Metals Have A Nirvana Set Up

Robert Sinn, (aka Goldfinger) shares his fundamental and technical outlook on the larger macroeconomic environment, and on the precious metals sector as we round out this turbulent year.  

Thu 30 Nov, 2023
39 comments

Marc Chandler – Outlook On The US Dollar, Fed Policy Expectations, Commodities, Gold, and Oil

Marc Chandler review his outlook on the US dollar, Fed policy expectations, the commodities sector, gold prices, and the oil markets.

Fri 24 Nov, 2023
11 comments