Opinions
- Vladimir Zernov
U.S. dollar enjoyed a strong rebound from July lows but this rally may soon lose steam, which will be bullish for gold markets.
- James Hyerczyk
Australia’s potential strikes and the looming heating season escalate global gas supply challenges for Winter 2023-2024.
- James Hyerczyk
Gold and silver prices echo inflationary trends, while heightened CPI may delay end of rate hike cycle; core inflation demands Fed vigilance.
- Vladimir Zernov
The recent extension of production cuts from Saudi Arabia and Russia may push WTI oil towards the $85 level.
- James Hyerczyk
Economic resilience and strong job market support a soft-landing outlook, but wage inflation remains a concern allowing Powell to remain hawkish.
- 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.