Market Analysis by covering: Gold Spot US Dollar, Silver Spot US Dollar, Copper Futures, Palladium Futures. Read 's Market Analysis on Investing.com
Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fearsIt comes down to a question of when the broad markets will swing toward a coming inflation trade in a wider segment of the commodity world.
Currently, per the work done in this week’s edition of NFTRH, and many reports that preceded it, we are in an interim disinflationary phase. This has been indicated by yield curves, among other measures we use.components. Currently, as the curve travels sideways, neither steepening nor flattening, the question is whether Goldilocks may get an interim bid to end the year.to the next inflationary phase as nominal yields pull back within the new major uptrend in bond yields. After this phase completes, we should see renewed upside in interest rates on Uncle Sam’s long-term debt. The interim will be guided by indications like the Silver/Gold ratio , among others. NFTRH took an extensive look at the SGR, the caution point it currently resides at , but also the future it portends.ratio, and by extension, commodities, pre-2022. But the macro changed, and the change is profound in many ways beyond my Continuum chart above and its inflationary message. The world is ever more divided and a global commodity/resource grab is likely in its early stages. We saw a vertical explosion in the critical minerals areas , that is now being corrected. While the ensuing speculative momentum took things too far , it was for the right reasons. An ever more contentious world is at economic war over the raw materials of modern society. But this was not a bubble in the critical minerals space. It was the first impulse of what is to come, in my opinion. We can add the producers and explorers of, among others, to the list of go-to commodities in the near future. Oh and didn’t silver just get added to the list of critical minerals? As for gold and gold stocks, we were right on the correct fundamental reasons for being bullish before the recent bull cycle began. When the correction clears, I expect gold and silver stocks to participate. But I also expect our investment theses and profit opportunities to expand well beyond gold stocks. I am a gold bug, sure. But where the miners are concerned, they will likely participate, but not be nearly as unique as they were in the recently completed upward impulse. Meanwhile, this big picture chart of the CRB index appears to be biding its time. Again, we had much more detail in NFTRH 889, but this picture has a lot to say in its own right. Hint: while the current cycle has similarities to the cycle that ended rudely in 2008’s deflationary crash, there is reason to believe that will not be the case any time soon on this cycle.The anticipated disinflationary phase is and has been in play in 2025. When it ends, either with a Goldilocks whimper or a liquidity crisis of some kind, the next inflationary macro phase should fan out to include more commodity and resources areas. Gold and eventually silver stocks were the stars of 2025. However, in 2026 I expect the profit opportunities to broaden. We had our indicators for caution , and we have our indicators on watch for future buying opportunities.Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes.and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
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