Commodity Trade Mantra

Posts Tagged ‘Employment Report’

Gold and Silver Bulls Need to Climb The Great Wall of Worry

Confidence is slippery, even when you are a metals investor sitting atop the best performing assets of 2016. It doesn’t help when 4 years of a miserable bear market remains fresh in our memories. Any weakness in gold and silver prices & it can feel like they are ready to plunge. World events are unpredictable. In bull markets some of the biggest moves happen suddenly, when people least expect it.

Buy Silver With Both Hands On This Manipulated Sell-Off

I suggested at the beginning of the year that buying silver now would prove to be the trade of the decade. I maintain that call and currently is up over 8% YTD. I would suggest that all sell-offs in silver should be bought. Gold has been hit for as much as $23 last week and silver for 66 cents. You can leverage your trade in silver with mining stocks.

The Gold Price Secret Wall Street Doesn’t Want to Talk About

It is now possible to classify every gold commentator and reporter on the planet as belonging to one of two camps: those who believe gold has been actively manipulated by government agents from 2011 to the present and those who believe the gold numbers (hence, the gold charts themselves) are pristine, correct, accurate, and reflect true demand and supply.

Copper Prices Decline To Levels Below Cost of Production

There are various estimates for what the Marginal Cost of getting Copper out of the ground is before supply is taken offline completely. But it is reasonable to assume that Copper is currently being priced well below the long term Production Cost of Processing the Industrial Metal. The $2 Copper could well be setting up for an ample short covering rally before 2015 ends.

Economic Stagnation and the Global Bubble

Despite massive policy stimulus in the United States since the late 2007 peak, the US economy is now growing far more slowly than in past periods of monetary inaction from the central bank. The Fed has thus become little more than a serial bubble machine. Meanwhile, fragile economic bubbles are being inflated from China to Europe.

Watch As All the Bond Rats Jump Ship before FOMC Meeting

The FOMC Meeting this week is not just any FOMC Meeting, but the one where the Fed gives its quarterly outlook, forecasts & Yellen is asked a bunch of difficult questions by economists regarding FOMC Policy. The week is all about positioning or the De-Positioning taking place right up until the last minute of this important Fed Meeting.

The Fed Just Lost Any Shred of Credibility on Inflation

Look at the inflation data & explain why this is not an upward trend for 2014 & an unsettling trend given GDP was actually negative for Q1. What happens to inflation when GDP prints a 4 handle later this year? What happens to inflation when the strongest part of the year from a consumption & GDP standpoint comes gushing into the CPI Reports?

What To Expect From June's Major Economic & Central Bank Events

Since the last Employment report things have been relatively quiet on the economic and Central Bank front but all that is set to change over the next three weeks. Volatility should pick up and many of these events could be potentially market moving for certain asset classes.

Hot Inflation Reports to Dominate Next Fed Meeting

We have now entered the Inflation Paradigm of the Fed`s loose monetary experiment, it is time to pay the piper for all this excessively lax money printing complacency. We all knew this day would eventually come, but nobody is prepared for the absolute carnage in the Bond Market!

Employment Is A Reflection Of Economic Activity And Growth

With the system of measuring employment being overly complicated & subject to a wide degree of interpretation & manipulation, it is not surprising that the monthly reports draw such emotional arguments. In reality what we all want to know is whether employment is getting better or worse?

Commercial Lending Suggests Weaker Employment

If businesses were indeed gearing up for stronger economic activity in the months ahead which would lead to an increase in employment, we should be seeing a reflection of this ramp up in commercial loans & not a downturn in loans as is being seen.

The "Labor Hoarding" Effect

Just recently the April employment report was released by the Bureau of Labor Statistics (BLS) which showed a surprise jump […]

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