Repricing America A creeping rotation out of U.S. assets and a subtle, but steady, rethink of the dollar as the default global parking spot.
Every Major Crisis Started Just Like This… And It’s Happening Again There are way too many critical financial and monetary signals at crisis levels right now.
Copper’s Tariff Premium Faces Seasonal Reckoning The main risk to this seasonal view is a renewed policy shock that reinforces tariff fears or disrupts global copper supply chains — keeping U.S. copper futures bid.
Metal Markets Report For Wednesday, April 16 In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
Metal Markets Report For Tuesday, April 15 In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
Market Report: Commodities Hold Ground Amid Inflation And Trade War Uncertainty In Q1 2025 As inflation was finally coming under some level of control, paired with a strong economy and robust labor market, many commodities remained bullish.
The Commodities Feed: Oil Edges Higher Despite Demand Cuts Oil prices rose yesterday despite OPEC making some small downward revisions to demand growth estimates.
Gold, Stocks, Copper: New Situation & New Implications Given the situation in the USD Index, stocks, and how strongly silver reacted to the first wave of selling, it seems that much bigger declines are just around the corner.
The Gold Update: Gold Taps Our Year’s Forecast High Of 3262 Given price’s present momentum, 3400 from here (+4.5%) seems a mere stone’s throw, barring it suddenly going all wrong for gold.
SPDR ETF Report For Thursday, April 10 In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, April 10
Metal Markets Report For Wednesday, April 9 In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
The Commodities Feed: The Tariff Pause Trump surprised markets with a 90-day pause in reciprocal tariffs for most trading partners. This provided a boost to risk assets, including commodities. However, there’s still plenty of uncertainty as the US again increased tariffs on China.
JPMorgan's Mining Stock Picks For A 'V-Shaped Recovery,' Analyst Sees 50% Returns Over Two Years Mining sector hit hard by new tariffs, but analysts expect a V-shaped recovery with potential for significant upside. Top stock and ETF picks.
Metal Markets Report For Tuesday, April 8 In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
Tariffic Times Ahead… But Not For The Financial Markets Liberation Day isn’t just another headline - it’s a turning point for the global economy.
Metal Markets Report For Wednesday, April 2 In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
The Liberation Day Is Here – What To Expect From Gold & Copper Silver is up more than gold – outperforming it on an immediate-term basis. At the same time, miners are down. This is a classic short-term sell signal.
Metal Markets Report For Tuesday, April 1 In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
The Best And Worst Performing Assets Of The "March Meltdown" And "Queezy Q1" The first quarter was an incredibly tumultuous period for markets, with the S&P 500 posting its biggest quarterly decline since 2022.
Metal Markets Report For Monday, March 31 In this video, Ira Epstein reviews the day's trading in the gold and other relevant metal markets.
Finding Your Safe Haven - Manic Metals Report A significant drop in Asian stock markets led to a decline in copper prices, despite rising long-term demand and tightening supplies.
