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The number of global geopolitical/economic flashpoints has expanded dramatically, and the potential for a major risk-off event is growing. Given that US/China trade tensions are escalating and given China’s outsized impact on physical commodities, the threat against…
The number of global geopolitical/economic flashpoints has expanded dramatically, and the potential for a major risk-off event is growing. Given that US/China trade tensions are escalating and given China’s outsized impact on physical commodities, the threat against…
The US economy has remained on a positive jobs track and Chinese stocks have remained under pressure, and that could be suggesting that China is losing ground in the trade battle. However, dialogue in the US…
Given the lack of a significant negative reaction in global equity markets to the latest salvos in the US/Chinese trade battle and “goldilocks” US non-farm payroll news, it is possible that the ultimate impact of the trade problems…
We would suggest that risk on/risk off big picture macroeconomic volatility in commodities is set to reach a crescendo despite the holiday-shortened trading week in the US. Our view is that the looming July 6th tariff implementation deadline will…
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See how to apply the timeless Rath Overlay strategy to your own market analysis! View Drew Rathgeber’s expert analysis in gold, YM, t-bonds, and crude oil in the latest video.
Clearly the US economic growth crowd was given a significant boost by the latest US jobs readings, with the headlines trumpeting an 18-year low in unemployment and a gain of 223,000 jobs for May. This should ratchet-up US economic expectations and…
The commodity markets are faced with a general downshift in global economic data, and that could serve to temper commodity demand expectations. The ebb and flow of both US/North Korean and US/Chinese flashpoints shifted negative recently, but we continue to think both situations are on the road to being solved favorably. We base this on the evidence that…
See how to apply The Rath Overlay strategy to your own market analysis in the latest video update on gold, silver, crude oil, and the Down Jones.