Weekly Market Analysis

China and the Bond Bubble

In continuing worry of the Chinese / US trade wars, the markets over the past two weeks have been gripped by a classic deflationary fear response: stocks have sold off, and all safety assets – whether real (gold) or paper (currencies and bonds) – have seen inflows. As precious metals […]

Silver Update

Silver Update

Silver fell by $0.19 cents or 1.3% to close at $14.79 as of the final trade on the New York COMEX on Friday afternoon. Amidst gold’s 0.5% gain, the gold to silver ratio rose by 1.8% to 87.0 ounces of silver required to purchase one ounce of gold by the […]

Is the Fed Losing Credibility?

Is the Fed Losing Credibility?

The Fed Reserve appears to be on the edge of a credibility problem: the market does not believe the central bank’s official forecast for interest rate policy. For reference, the current Fed-controlled short-term interest rate is set at a range between 2.25% – 2.50%. Below we show the Fed “Dot […]