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X @The Economist
The Economist· 2025-10-29 04:00
Some see China’s scramble for commodities as a symptom of paranoia, perhaps even preparation for an invasion of Taiwan. Whatever the motive, the campaign is making the country harder to bully, giving it an edge in trade talks https://t.co/n5m3m6kJiKPhoto: Getty Images https://t.co/8hvFsAgWU7 ...
X @The Economist
The Economist· 2025-10-26 23:20
Some see China’s scramble for commodities as a symptom of paranoia, perhaps even preparation for an invasion of Taiwan. Whatever the motive, the campaign is making the country harder to bully, giving it an edge in trade talks https://t.co/3muQIujYUS ...
Gold is both overbought and under-owned, says Bank of America's Francisco Blanch
CNBC Television· 2025-10-24 18:17
For more on the commodities trade, let's bring in Francisco Blanch. He's head of commodities and derivatives research at B ofA Securities. Francisco, thank you so much for for joining us here.Obviously do all commodities, but I would like to talk about gold because for so much of the year, we've just seen this continuous run. Obviously, a little bit of a pullback. Love to get your take sort of on the year so far and then what we've seen in the last couple days and then lastly what it portends for going forw ...
Trade Tracker: Bill Baruch buys the gold dip
CNBC Television· 2025-10-23 17:18
Let's talk some gold. Very much in the news of late. There's the stock. It's a re the stock there. There's the chart.It's a rebound. Uh obviously the first backto back losses we've seen since September. So it's getting a little bit back.Still on track for the first negative week in the past 10. That tells you where the momentum has been. No doubt.Bill Baroo, he joins us now to talk about some of these moves that he has made. Tell us tell us that this is is in the specialized fund around commodities, right. ...
Silver Reaches All Time Highs
Benjamin Cowen· 2025-10-17 16:04
Market Analysis and Predictions - Silver has reached all-time highs, currently around $54, and the industry anticipates a potential correction, possibly in Q1 2026 or earlier [1][4][7] - The analysis suggests silver's price movement may mirror gold's pattern after breaking its 2011 high, with a rally followed by consolidation [2][6][8] - The industry notes that silver has extended beyond its prior all-time high by approximately 8%, similar to gold's initial rally beyond its high [4] - A 20-30% drop in commodities, including silver, is expected, potentially coinciding with an equities drop, but commodities are likely to recover more quickly [17] - The analysis indicates a potential pullback in silver within the next few months, which will likely bring it below prior all-time highs, but this is viewed as a higher low before further gains [18][19] Economic Indicators and Comparisons - The S&P divided by gold ratio is approaching a precarious level, potentially signaling a local or macro top for the S&P 500 [12][13] - Gold tends to recover more quickly than the S&P 500 during breakdowns in the S&P/Gold ratio [14][15] - While gold's monthly RSI is high (92), RSI can be unreliable for timing market cycle tops, as demonstrated in 1973 when gold rallied significantly after an initial drop [9][10] Investment Strategy - The next significant opportunity in commodities is anticipated in about a year, with expectations of lower prices forming a macro higher low [11] - The current market is characterized as a commodity bull market, potentially lasting for some time, with commodities likely to outperform equities in the long run [16][18]
Platinum Is 2025’s Star Performer | Presented by CME Group
Bloomberg Television· 2025-10-09 14:25
Gold has had an impressive run in 2025, up 45% year-to date, far outpacing the S&P's gain of 8.8%. While gold has been grabbing headlines, platinum has been quietly posting gains that make gold's rally look modest. Platinum is now up 75% year to date.So, why is this metal screaming higher. Well, it comes down to several factors. As gold prices move to record levels, speculative markets often shift focus to other metals that could play catch-up.Silver, platinum, and palladium are typically the beneficiaries. ...
Palladium: Dubious Speculation
Benjamin Cowen· 2025-10-09 04:37
Hey everyone and thanks for jumping back into the heavy metalverse. Today we're going to talk about palladium dubious speculation. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and also check out the sale on into the cryptoverse premium at into the cryptoverse.com. Let's go ahead and jump in. So, I actually had a few requests for an update.Uh, obviously I don't talk about palladium that frequently, but we did put out a video about a month ago where we noti ...
X @Bloomberg
Bloomberg· 2025-10-03 20:40
In commodities, stocks and foreign exchange markets, September will go down as a time when a simple bet that winning trades continue to win saw its best stretch in three years https://t.co/zdXGu89cRk ...
Silver Eyes All Time Highs
Benjamin Cowen· 2025-09-04 03:17
Market Analysis & Predictions - Gold leads the bull market for precious metals, similar to Bitcoin in crypto [2] - Gold has surpassed its 2011 all-time high, while silver has not [3] - A potential pullback for gold is expected in 2026 [4] - Commodities are expected to rally into the end of the year [6] - A correction in gold might start around the time silver hits all-time highs [8] - Gold is expected to experience a reasonable correction in 2026, potentially similar to the 15%-20% drops seen in 2018 and 2022 [7] Silver's Potential Trajectory - Silver could potentially reach around $50 by December 2025 [9] - Silver might sweep the high and then consolidate into 2026, aligning with a gold correction [9] Long-Term Outlook - The analysis remains macro bullish on gold for several more years [11] - A brief correction in gold is anticipated in 2026, presenting a buying opportunity [13] - Patience with gold breakouts is eventually rewarded, though it can be a multi-year process [14]
X @CoinDesk
CoinDesk· 2025-08-27 01:15
🎥 WATCH: @Chainlink co-founder @SergeyNazarov gives his prediction for the future of crypto:“Our industry is gonna boom through the merging of DeFi and TradFi… we’re gonna be looking at tens of trillions of dollars in market cap. The majority of that will be real-world assets like stablecoins, tokenized funds, equities, and commodities.”Do you agree with his take? 👇 ...