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…
Our first episode of 2017 focuses on the US: we begin from the data, with the NFP, and continue with the FED. This time, the meeting minutes were very revealing, to say the least. As usual, we preview the upcoming…
The U.S. non-farm payroll fell a bit short of market estimates regarding the headlines figure of number of jobs added: 156K vs an expected growth of 175K (The ADP estimated a gain of 153K jobs) during the month of December;…
Winter is coming but the markets are likely to heat up…and the same can be said about precious metals: Even though gold and silver will continue to face downward pressures — if the USD were to keep strengthening and yields…
With the year winding down as we are heading towards the last week of 2016, the markets are likely to demonstrate – as they did last week – low volatility and liquidity. For precious metals, this could be a chance…
What will 2017 look like? We discuss monetary policy, politics and markets throughout the year. Some of the big changes seen in 2016 will spillover to 2017 with new challenges joining in. What’s next for currencies, stocks and commodities? We…