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No Boom, No Bust
Our Boom-Bust Barometer (BBB) fell into an unprecedented abyss during the pandemic lockdown in early 2020 (chart). Our BBB is…
Commodities
11 posts
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Why Is Gold Shining Again?
Gold is a commodity priced in dollars. Like other commodities priced in dollars, the gold price is inversely correlated with…
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Copper, Mortgages, GDP, Breadth & Sentiment
Yesterday, the World Bank slashed its 2023 global economic growth rate outlook to 1.7% from its earlier projection of…
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China's Zero-Covid Policy Is A Disaster
Investors are hoping that the Chinese government will soon ease its zero-Covid policies. The facts on the ground suggest that…
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Copper, Gold, Bonds & Stocks
The ratio of the nearby futures prices of copper to gold has been falling lately.
The ratio has been a remarkably good indicator for the 10-year US Treasury bond yield.…
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Will June's CPI Inflation Rate Be the Peak?
June’s CPI will be out tomorrow. Bloomberg is showing consensus estimates of up 1.1% m/m (8.8%…
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Gold Losing Its Shine
Gold hasn't been a good hedge against inflation over the past highly inflationary year. That's not surprising since this precious…
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The Dollar, Commodities, Bonds & Stocks
What's weighing on the price of oil? We are watching the age-old adage at work: The best cure for high…
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Will Covid Zero Be Followed by Higher Inflation?
China's experience with Covid Zero raises the age-old question of whether the cure is worse than the disease. For global…
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Dr. Copper May Be Signaling Peak Inflation
Dr. Copper, the base metal with a PhD in economics, may be signaling a top in the CRB raw industrials…
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The Best Cure for High Commodity Prices
In the commodity pits, traders often say: "The best cure for high commodity prices is high commodity prices." That's because…
