By Gary SavageFor years now analysts, and the media have been trying to convince everyone there is no inflation despite central banks massive quantitative easing programs. Of course this is ridiculous. They just choose to ignore where the inflation has manifested.In 2008 inflation spiked in the commodity markets contributing to the severity of the last recession. One could even make a strong cas...Read More

By Avi GilburtThis week, I read an article on Seeking Alpha by Jeffrey Saut entitled "Stock Market Timing?"While I have much respect for Mr. Saut's experience and knowledge in the industry, I do not agree with his recent missive, as it is replete with market fallacies and circular logic.Within this article, Mr. Saut takes market participants to task for not understanding the market:"As mentioned...Read More

By PlungerWhat Happened? Could everything have changed in a 24 hour period? Apparently, Yes, Over the span of 24 hours markets woke up and realized that the FED may be at the cusp of committing Policy Error. Recently bonds have been teetering on the edge and this week Jerome Powell gave bonds a push off the ledge. Bonds delivered a message and the stock market was listening. Stocks g...Read More

- A compendium of some of the most compelling charts and important conclusions of In Gold We Trust 2018- Recession risk, de-dollarization, general macro-topics and of course gold- Risk/reward-profile for gold is very good after capitulation selling & CoT report show the best setup in 17 years- The current technical setup for the gold price is positive "In Gold we Trust" Report 2018 - Access C...Read More

COMEX FUTURES REPORTA slowdown in china can result in losses for industrial metals and gains for gold. Gold will be the safe haven in China. The Chinese cutting the reserve ratio of banks is an indication that a slowdown is in the offing. Industrial metals are bullish in the long term on supply issues. Indian gold prices are at a record high. Indian gold demand from tomorrow will be way below ex...Read More

 CloseGain/LossGold $1188.90-$14.20Silver$14.39-$0.24XAU65.93+0.67%HUI143.84+0.28%GDM520.67+0.32%JSE Gold1032.62-11.18USD95.72+0.10Euro114.94-0.31Yen88.50+0.58Oil$74.29-$0.0510-Year3.230%-0.009T-Bond136.9375-0.34375Dow26486.78+0.15%Nasdaq7735.95-0.67%S&P2884.43-0.04%  The Metals: Gold fell $19.40 to $1183.70 by late morning in New York before it bounced back higher in after...Read More

Peter KrauthAs we crossed the end of September, the sentiment on gold prices was about as bad as it can get.The metal of kings had been on a lousy run, with six consecutive months of declines for the first time in 20 years.Confirming the hate for gold, the World Gold Council reported that gold-backed ETFs saw outflows of 23.7 metric tons in September, equalling some $932 million fleeing those prod...Read More

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.This article first appear in Forbes on Oct 7, 2018. After a positive start to 2018, growing trade tensions have raised concerns over global economic growth, while tightening global liquidity is having an adverse effect on many em...Read More

Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.There is no doubt that the electric vehicle (EV) revolution is underway. Every top global auto manufacturer has outlined EV plans to 2050. And government targets to ban the internal combustion engine are becoming more aggressive. Can...Read More

RAPAPORT... The National Retail Federation (NRF) has forecast a strong rise in US holiday sales this year, amid a healthy economy and strong consumer sentiment. Retail sales in November and December will increase 4.3% to4.8% for a total of between $717.45 billion and $720.89 billion, theorganization said last week. The average increase over the past five years was3.9%, it added. "We believe...Read More

RAPAPORT... Saks Fifth Avenue has filed a countersuit against Cartierfor $55 million, alleging its eviction of the jeweler was justified under theterms of their contract. Cartier sued Saks last week, claiming theretail giant unlawfully evicted it from its space at the Saks flagship store atthe corner of Fifth Avenue and 49th Street. Cartier sought an injunction toprevent its ouster, as well a...Read More

RAPAPORT... A woman has accused Kay Jewelers of stealing her diamondengagement ring in a Facebook post that went viral and led to many readers respondingwith critical reports of its customer service. Requitta Darshae East brought her engagement and weddingrings into her local Kay store in July to get the white gold serviced,according to her September 28 post. The attending employee also checked th...Read More

<IDEX Online> - Kay Jewelers, part of the huge Signet Jewelers chain in the United States, is launching an internal investigation into diamond servicing practices after an Illinois woman accused one of its jewelry stores of stealing her diamond engagement ring when she submitted it for servicing.   Requitta Darshae East criticized the jewelry chain in Facebook post that went viral, cla...Read More

JOHANNESBURG (miningweekly.com) – The high-ranking delegation from China, which is due to arrive in South Africa next Monday to undertake a three-week study of South Africa’s globally recognised mineral reporting codes, will be given insight, during their visit, into a proudly South African borehole logging system that is poised to go global.“We have the best borehole logging dat...Read More

<IDEX Online> - World Federation of Diamond Bourses (WFDB) President Ernie Blom says the gathering of the presidents of the organization's 30 bourses at the 38th World Diamond Congress in Mumbai, which kicks off in two weeks time, will be one of the most important ever held.   "We have definitely seen many developments this year, and in light of the issues facing the global diamon...Read More

Aim-listed BlueRock Diamonds will, subject to funding, invest in further improvements at its mining operation, plant and necessary personnel at the Kareevlei diamond mine, in the Northern Cape, to increase the capacity and efficiency of the operation.The proposed investment is expected to “materially” increase the mine ‘s profitability.AdvertisementThe decision to invest in furth...Read More

Three-month base metals prices on the London Metal Exchange were for the most part weaker during morning trading on Monday October 8. The exception was copper, whose price was up by 0.2% at $6,198 per tonne, while the rest of the complex was down by an average of 1.1% Although the Chinese market has reopened after the Golden Week holiday, volume has remained light with 3,361 lots traded as of 6:50...Read More

Originally posted at ExecSpec.netTrump's claim of bringing back American manufacturing jobs is boastful but does have some truth. Since the manufacturing halcyon days of the 1970s, the US dollar was allowed to depreciate and cheap labor abroad sent US factory jobs into a multi-decade tailspin. Manufacturing output rose, but 8 million jobs were lost. In his first 20 months, Trump has...Read More

Originally posted at Breifing.comIt's here - again! We're talking about an earnings reporting period, which always commands a great deal of attention because earnings drive stock prices over the long term. To that end, the S&P 500 has been on cruise control for a while now, underpinned by impressive earnings growth.The third quarter reporting period, which begins in earnest a week fr...Read More

Originally posted on Topdown Charts.Three quickfire charts on US bond market sentiment...some of these sentiment charts are clearly at an extreme - and that's usually when you go looking for contrarian signals. But then I look at a lot of charts on the bond market and it's quite easy to make a case for a major trend change.1. Speculative futures positioning: The standout here is speculat...Read More