29th June 2022

US bond yields and the USD are still key for precious metals

The continued positive trends of US bond yields and the USD correlates negatively with the outlook o (...)

2nd June 2022

Oil rally curbed by potential OPEC production increases

Sanctions on Russian oil exports have been driving the oil price higher again. However, the prospect (...)

25th May 2022

The stuttering prospects of recovery on indices

European markets continue to lead the underperforming US indices. However, unless there is a recover (...)

24th May 2022

Precious metals continue to recover as the USD unwinds

With US bond yields in decline and the USD turning corrective, the foundations for recovery in preci (...)

19th May 2022

The potential for recovery in precious metals is growing

The precious metals have been under selling pressure recently, but there are starting to show some g (...)

12th May 2022

Precious metals retreat towards key inflexion points

Precious metals have fallen in recent weeks, hit by the incessant dollar strength. They are now back (...)

28th April 2022

The USD but also risk appetite are key for precious metals

Precious metals have struggled to perform as a safe haven amid the backdrop of significant USD stren (...)

13th April 2022

Precious metals building higher amid haven flows

Recovery continues to build on precious metals. However, whilst gold has broken out, elsewhere there (...)

7th April 2022

Commodities are drifting lower despite the war dragging on

As US bond yields have moved higher and USD has strengthened, we are seeing commodity prices driftin (...)

30th March 2022

Commodities continue to swing with shifting war sentiment

The path of sentiment regarding the peace talks to de-escalate the Ukraine war is key for the near-t (...)

24th March 2022

Oil breaking higher only adds to the inflationary headache

Oil has been moving higher again in the past week on a series of supply constraints. This does not b (...)

15th March 2022

Commodities reverse sharply as correction gathers pace

The path of commodities has taken a dramatic turn lower. Geopolitics and China are key factors. The (...)