Commentaries

Low Dollar Risky for Gold

With the US dollar so oversold and bearishness on it so universal, there are all kinds of potential catalysts to drive its overdue mean-reversion rally. They could come from the dollar side based on how pandemic stimulus and upcoming US elections play out

The Copper/Gold Ratio Would Change the Macro

By Gary Tanashian, NFTRH

Copper: Pro-cyclical inflation, pro-reflation, pro-economy. Gold: Counter-cyclical, monetary, with inflationary utility.

The Upbeat Downbeat on Housing and Commercial Real Estate

By David Haggith, The Daily Doom

I mentioned in a recent article that the weird thing about this recession is that it is the only one in which personal income has gone up during a recession.

Andrew Maguire: “Gold Is The Anti Dollar”

By Chris Marcus, Arcadia Economics

It’s not a surprise that the gold price is rising given what the Fed is doing to the dollar. As Andrew Maguire explains, gold is the anti-dollar.

Surviving Algo Hell

By Craig Hemke, TF Metals Report

Over that time, I've seen all sorts of temporary HFT algo correlations that have driven me mad. There was the USDJPY link in 2014-2015. Then there was the yuan link in 2018. But all the while, changes to actual fundamentals drove precious metals prices higher regardless.

Why These Gold Standardites Are Wrong

By Keith Weiner, Monetary Metals

It’s widely believed that rising quantity of dollars causes rising consumer prices. And a rising gold price too.

Employment’s Recovery Road Comes to an End

By David Haggith, The Daily Doom

Jobs didn’t get much worse in September, but they stopped getting better.

Gold SWOT: Silver an “Obvious Beneficiary” from Government Stimulus

By Frank Holmes, U.S. Global Investors

The best performing precious metal for the week was silver, up 5.97 percent, perhaps related to Goldman Sachs suggesting investors go long with the boost seen from a greater expansion of solar energy.

Fed Chairman Begs Congress to Stimulate Beleaguered Economy

By Mike Gleason, Money Metals

More stimulus is definitely coming. The only question is how many trillions and whether they get dished out before or after the election.

The Fed’s Quest for Higher Inflation: What Could Go Wrong?

By Stefan Gleason, Money Metals

The Federal Reserve is warning investors in no uncertain terms that higher rates of inflation are coming. Yet markets, for the most part, have disregarded that warning.

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