The Fed to set gold surging?
The Federal Reserve meet tonight and the markets are weighing up what the Fed will do. A 50 bps rate hike is expected, but will they hike rates by 75bps? Headline inflation is surging, but will the Fed decide to…
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Read MoreThe Fed to set gold surging?
Silver set to soar on surging inflation
Last Friday markets were shocked with the latest inflation print showing that inflation in the US was continuing to track even higher. Investors are now growing more and more concerned that inflation may be here to stay like it did…
Can oil make further gains in June?
Crude oil has gained to start the week as Saudi Arabia demonstrated its confidence in oil demand with a larger than expected price increase in Asia. Saudi Aramco increased its prices to Asia for July by raising its light crude…
Gold and metals under the seasonal magnifying glass
Article in German Dear Investor, Gold under the seasonal magnifying glass The chart below shows you the seasonal course of gold prices. Unlike standard charts, it does not show the price over a certain period of time, but rather the…
Hey ho silver!
One of the key data points for US policy is set to be released on Wednesday 11 may at 13:30. That is the US inflation data. The headline is expected to come in at 8.1% y/y and the core reading…
Biden boosts oil prices!
Last week President Biden announced a plan to buy 60mln barrels of crude oil as the first step in a years long process aimed at replenishing America’s shrinking emergency oil reserves. This immediately sent crude prices higher. This is meant…
Will Russian action support Natural Gas seasonal strenth?
Russia has told ‘unfriendly’ foreign countries that they need to start paying for gas in roubles or else it will cut their supplies. Although the payments for gas will not be paid by European buyers until Mid May the anxiety…
Is copper mispricing Russian risk?
According to Goldman Sachs copper might be mispricing ‘Russian supply risk’. The disorderly moves seen in Nickel have so far missed the copper markets as markets expects Russia’s 4% of global production of copper to be absorbed by world markets.…
Inflation Fear: How to Benefit From the Best Season of Copper
Article in German Dear Investor, Prices are rising and rising, and many analysts fear that interest-sensitive sectors, such as technology stocks, could come under pressure. At Seasonax, therefore, we also look at the seasonality of commodities and commodity stocks –…
Are oil prices now set to slide?
The recent surge in oil prices has been driven by the Russian/Ukraine crisis. This means that over the medium term the current rise in oil prices do not look very sustainable, especially if those high prices start to weigh on…
Does the Golden Autumn Start a Gold Rush?
Article in German Dear Investor, In recent months, many commodities have seen marked rises. On the other hand, precious metals have lagged behind. However, in view of this commodity boom, you may be asking if gold will in fact follow…