Opinions
- Vladimir Zernov
Gold has a good chance to test all-time highs in 2023.
- Vladimir Zernov
Falling gold/silver ratio, rising demand for precious metals, and technical factors may push silver towards multi-year highs.
- James Hyerczyk
Forward financial forecasting trumps backward-looking earnings, providing a more accurate assessment.
- James Hyerczyk
China’s export restrictions on key metals intensify the race for technological dominance, impacting semiconductors, AI and global trade.
- James Hyerczyk
Economist warns of recession risks in AI stock surge, as imbalanced markets and fund managers navigate complexity for optimal balance.
- James Hyerczyk
Dovish Fed policy, positive earnings forecasts, and historical patterns bolster optimism for sustained U.S. stock market gains.
- Vladimir Zernov
Oil markets are moving towards yearly lows as China’s economic rebound misses analyst expectations.
- James Hyerczyk
Federal Reserve set to temporarily halt rate hikes as it evaluates economic impact.
- Vladimir Zernov
This summer, the Fed will likely make its last rate hike, which may trigger another rally in the gold markets.
- Vladimir Zernov
Traders may “sell the news” and focus on the potential rate hike at the next Fed meeting.
- James Hyerczyk
Tentative US debt ceiling deal sparks market concern over liquidity as financial markets eagerly await details and implications.
- James Hyerczyk
Intel’s struggles raise concerns about competitiveness in AI space, while GPU manufacturers like Nvidia and Marvell reap rewards amid stock declines.
- James Hyerczyk
With the fragile state of the economy and historical context of past standoffs, policymakers must act urgently to protect the nation from a potential recession.
- James Hyerczyk
US debt default risks recession, job losses, and global impact; Treasury Secretary warns of delays, credit downgrade; experts estimate fallout.
- Vladimir Zernov
Silver remains below its all-time high while gold is trading near its record levels. If the gold/silver ratio drops below 78, it could give silver a sustainable bullish trend and potentially push it towards multi-year highs.
- James Hyerczyk
The Fed says US banks are in good shape, but high commercial real estate valuations could lead to sizable correction if telework trend continues.
- Vladimir Zernov
Most likely, the Fed has stopped raising rates, while the ECB is not done with rate hikes.
- James Hyerczyk
The Federal Reserve’s frequent interest rate hikes, expected to peak at 5-5.25%, are accompanied by challenges posed by the recent banking crisis.
- Phil Carr
Recently released Minutes from the Fed’s March Monetary Policy Meeting – revealed that several members of the Federal Open Market Committee finally admit that the economy is heading for recession later this year.
- Phil Carr
There is no denying that the current macroeconomic backdrop is fuelling a “perfect storm” for Commodities positioning the entire sector on track for its biggest year since 2008.