The recent FOMC meeting ended, no surprise there, with no change in policy all awhile keeping the boat of from rocking. And even though the NFP report showed a higher than expected gain in jobs – 227K jobs compared to…
We move away from politics to discuss the various aspects of the US jobs report and what it means for markets and then tackle gold prices. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. State…
The U.S. non-farm payroll came higher than expected in terms of job growth: 227K vs an expected growth of 170K (The ADP estimated a gain of 246K jobs) during January; conversely, wage growth was only 2.5% in annual terms –…
The markets are slowly realizing that perhaps the U.S. fiscal stimulus may not come anytime soon and perhaps some of its – mostly in the form of tax cuts – will be executed in 2018. But for now, the markets…
Donald Trump’s first week in office has been a storm, to say the least. We discuss his actions regarding trade, fiscal stimulus and of course, all the market implications. You are welcome to listen, subscribe, provide feedback and pledge support…
So the Trump train is still flat on its tracks as the “risk-on” mode in the markets is slowly dissipating. But this doesn’t mean, it’s going to be smooth sailing for gold and silver even though both metals have rallied…
Politics stood out in 2016 and will have a role in 2017 as well. Nevertheless, politicians have central banks between them and markets. We focus on three central banks: the Federal Reserve, the ECB and the BOE. You are welcome…
The bullion market is slowly recovering as long term treasury yields – which had risen up until a couple weeks ago following the U.S. elections over expectations of higher inflation pressures – have started to decline again. This shift in…
Donald Trump is entering the White House. It happens this week and the impact on markets is already very significant. We discuss the potential moves on currencies, bonds, stocks and all the other moving parts before previewing other events in…
The year has kicked off to a bullish start mainly in equities. Gold and silver, unlike bonds, also had a solid start, even though the markets are slowly adjusting to the Fed raising rates 2-3 times this year. The latest…