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Gold and Silver Slump as Fed Chair Bets Unwind the Debasement Trade
The dollar and yields firm as metals, crypto, and Tech wobble.
21 hrs ago
•
David Rosenberg
7
Gold Rally Continues as a Government Shutdown Looms
Gold and silver are hitting new highs seemingly daily — the silver chart looks parabolic. “Hi-Yo, Silver!”
Jan 29
•
David Rosenberg
8
The Dollar’s Slump Raises the Stakes Ahead of the Fed Meeting
President Trump thinks the dollar’s decline is “great” — what will he say about the Fed’s hold today?
Jan 28
•
David Rosenberg
15
Tech-Led Equity Rally Rolls On as the Yen Tests Key Resistance
A wobbling dollar keeps gold, silver, and FX hedges in the driver’s seat as stocks await the Fed and big-Tech earnings.
Jan 27
•
David Rosenberg
2
Gold and Silver Rip Higher as Takaichi Trade Unwinds, the TACO Playbook Fades
Yen whiplash, fading TACO, and surging gold signal a new bout of policy-driven volatility.
Jan 26
•
David Rosenberg
12
Europe Has More Leverage Than Commonly Portrayed
The DXY dollar index is heading for its worst week since last June, while gold is enjoying its best week since March 2020.
Jan 23
•
David Rosenberg
3
The TACO Trade Stages a Revival With a "Framework of a Future Deal"
Did we just witness another version of the April 2nd Liberation Day reversal?
Jan 22
•
David Rosenberg
12
1
Investor Jitters Ease After Yesterday’s Market Debacle
Big “events” day ahead with the Supreme Court hearing on the Cook file and the Trump address in Davos.
Jan 21
•
David Rosenberg
9
The “Fire Sale” of Risk-On Assets Continues Unabated on Escalating US-Europe Trade Tensions
Geopolitical tensions and Japan’s bond yields send shockwaves to fuel the global risk-off trade, but bluff bets also remain.
Jan 20
•
David Rosenberg
6
Tariff War Over Greenland Triggers a Renewed Risk-off Trade
Greenland and tariffs take center stage, triggering a flight out of the risk-on trade and back to the safe havens.
Jan 19
•
David Rosenberg
8
Cheap Credit and Tech Enthusiasm Power the Rotation Trade
Small caps melt up as the K-shaped cycle sustains cheap financing and strong profit growth.
Jan 16
•
David Rosenberg
7
Trump’s Dovish Turn on Iran Rhetoric Sends Oil Sharply Lower
From Iran super-hawk to semi-dove in 24 hours, President Trump gives the oil market whiplash.
Jan 15
•
David Rosenberg
3
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