FS Staff's picture

Gold and silver have been getting slammed for weeks but Jeff Christian, one of the world's leading precious metals analysts, thinks this is more of a short-term reaction to subsiding geopolitical fears and reiterates his long-term bullish outlook based on a number of fundamental drivers.

Kurt Kallaus's picture

Copper and oil are important barometers of economic direction. The weather vane for copper’s direction isn’t as much supply, but demand. Chinese industrial activity and the commitment of traders are important demand side tells to observe.

FS Staff's picture

Recent tariffs, talks of bans, and import restrictions have led many to believe that Trump is going to disrupt global trade as the US increasingly takes a protectionist stance. Even on foreign policy, there are fears that, despite his openness to speak with North Korea's Kim Jong Un...

Urban Carmel's picture

he macro data from the past month continues to mostly point to positive growth. On balance, the evidence suggests the imminent onset of a recession is unlikely. One concern in recent months had been housing, but revised data shows...

ValueWalk's picture

In a world where US political risk appears to be rising and nuclear threats with North Korea come amid persistent tensions in the Middle East and with Russia, worldwide market volatility appears to have blinders on. A Bank of America Merrill...

FS Staff's picture

When it comes to investing, there are a number of different strategies we might use. In our most recent Big Picture podcast (where we also spoke with Louis-Vincent Gave out of Hong Kong on his macro outlook), Jim Puplava and John Loeffler reviewed three strategies...

Urban Carmel's picture

US equities ended the month of April above or near new all-time highs. There are no significant extremes that suggest the trend higher will suddenly end. But the upcoming "summer months" are normally marked by lower price...

FS Staff's picture

Many are cautious about this bull market, especially given that it’s 8 years into its run. This time on Financial Sense, we spoke with Ari Wald from Oppenheimer about the S&P 500's recent bounce back to record highs and why he thinks the US stock market, despite...

FS Staff's picture

US stocks are quite pricey relative to other markets while growth prospects have picked up in places like Europe and elsewhere. This time on Financial Sense Newshour, Louis-Vincent Gave from Gavekal Research discusses a possible turn in US equities, bullish...

Chris Puplava's picture

In 1897, Samuel Clemens, best known by his pen name, Mark Twain, was in London for various speaking engagements when someone started a rumor that he was gravely ill, which was followed by another rumor that he had died.

Quantcast