Precious Metals
Highlights The dollar is on the verge of a significant breakdown. If the DXY punches through 94, it will likely mark the beginning of a structural bear market. The most recent catalyst – fiscal support in the euro zone – has been good news on the “anti-dollar” front. Agreement on the EU…
Low But Rising Global Growth Sentiment…
Highlights Silver will outperform gold in 2H20, as industrial production and consumer-product demand revives on the back of the massive global stimulus deployed to reverse the hit to aggregate demand inflicted by the COVID-19 pandemic. Silver’s physical supply growth largely is a by-product of…
Shine On You Silver
Shine…
Highlights Recommended Allocation
Quarterly Portfolio Outlook: Cash Injections Versus COVID Infections…
Pocketing Gains in Oil/Gold Pair Trade…
… And So Does Gold
… And…
Oil/Gold Update
Oil/…
Sell The Gold-To-Silver Ratio…
Dear client, In lieu of our regular weekly report next week, we will hold a webcast on Thursday at 10:00 am ET discussing both tactical and strategic currency considerations. The format will be a short presentation, followed by a Q&A session. We look forward to engaging with you. Kind…