Energy Drives Commodity Price Gains in May
PRICE FORECAST CHANGES - RAISING COAL; CUTTING GOLD:We raise our annual average Coal (COAL COMDTY) price forecasts by 10% after strong price gains...
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Cue the Fiscal and Inflation Fears
Was the recent big tax cut not enough? CNBC reported that President Trump is proposing further tax cuts before November.These actions prompted...
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Gold Price Challenged by Rising Real Yields
INVESTMENT VIEWWe would sell SPDR Gold Shares (GLD US) and expect further downside of about $5/share (or US$50/oz of Gold (GOLD COMDTY)) in the...
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The Market Sentimentalist - Winter Is Coming: Economic Pathways To World War III
IntroductionHBO’s successful series Game of Thrones has the phrase “Winter is coming” as its key tag line. It is not meant to reference a seasonal...
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35%-50% Upside for Gold Shares
Gold clearing 1,300 medium term resistance opens the way for a new and higher trading range. Gold will continue to find underlying support from...
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