Deciphering Metal Market Dislocations
Expectations of US import tariffs drove the latest upleg in the prices of precious and industrial metals. However, there are no significant economic or political incentives for the US to impose import tariffs on these metals. Therefore, investors should fade the recent spike in gold, silver, platinum and copper prices. We are initiating a short position on silver as a tactical trade.
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BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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