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Prepare for 3 Things: Big Government, Huge Boondoggles, Massive Taxes

March 31, 2021 / marketsanity.com

Progressives have their eyes on on your wallet to pay for their big government schemes. And it looks like Biden will oblige them.Continue...Read More

Hello Fed, Inflation is Rampant and Obvious, Why Can't You See It?

March 30, 2021 / marketsanity.com

Year-over-year home prices are up 11.2%, some cities even more. The Fed does not see this or count it if they do. Let's discuss why.Continue...Read More

The Hazardous Detour in the Road to "Recovery" Few Foresee

March 29, 2021 / marketsanity.com

As the level of Fed smack and crack needed to maintain the high increases, system fragility increases geometrically. You know the plot point in the horror film where the highway is blocked Continue...Read More

$100 Silver Ahead

March 31, 2021 / marketsanity.com

It's time to be a silver contrarian. History has rewarded us repeatedly.$100 silver is well Continue...Read More

Gold eyes worst quarter in over 4 yrs on stronger dollar, firmer yields

March 31, 2021 / marketsanity.com

"The extraordinary strength of the dollar and also U.S. Treasury yields is weighing massively on Continue...Read More

Tight supply continues to support European ferro-chrome markets

April 01, 2021 / www.metalbulletin.com

Prices of all grades of ferro-chrome in Europe went up in the pricing session on Tuesday March 30 in response to limited supply, while demand has also risen in some sections of the market, Fastmarkets has heard.Fastmarkets' price assessment for ferro-chrome, high carbon, 6-8.5% C, basis 65-70% Cr, max 1.5% Si, delivered Europe, rose by $0.05 per lb Cr (3.70%) to $1.25-1.45 per lb Cr on Tuesday, fr...Read More

SPECIALTY STEEL RAW MATERIALS MARKET REPORT 31/03: Tight supply, shipping delays push manganese flake prices to 9-year high

April 01, 2021 / www.metalbulletin.com

An overview of the specialty steel raw materials markets in Europe and their latest price moves.Charlotte Radford, Cristina Belda...Read More

TITANIUM SNAPSHOT: Higher scrap, lower alloy prices squeeze margins

April 01, 2021 / www.metalbulletin.com

Key data from Fastmarkets' pricing session in Europe on Wednesday March 31. Key driversScrap markets for turnings are over $2 per lb cif Europe, with suppliers increasing their offer prices amid a persistent downturn in supply from the aerospace sector; aircraft manufacturing has nose-dived since the start of the Covid-19 pandemic when air travel slumped in line with international restrictions on...Read More

EUROPE SECTIONS: Feedstock shortage continues to push prices up

April 01, 2021 / www.metalbulletin.com

Prices for steel hollow sections in Europe increased further in the week to Wednesday March 31 following additional increases to feedstock costs, sources told Fastmarkets. Fastmarkets' price assessment for steel sections (medium), domestic, delivered Northern Europe was ?,?920-950 ($1,079-1,115) per tonne on Wednesday, up from ?,?890-920 per tonne one week previous. "Prices went through the r...Read More

Why It's Reasonable to Be Bullish Stocks and Gold / Commodities / Gold and Silver 2021

March 31, 2021 / www.marketoracle.co.uk

Another day, another reversal – and a positive one forstocks. Universal sectoral weakness gave way to a unison rebound amidconstructive outside markets. After weeks of on and off fits over rising Treasuryyields, S&P 500 ran into headwinds on their retreat, and recaptured itsluster yesterday as long-dated Treasuries (TLT ETF) rolled over to thedownside. I guess nothing boosts confidence a...Read More

Is Silver the New Gold? / Commodities / Gold and Silver 2021

March 30, 2021 / www.marketoracle.co.uk

Many analysts expect silver to outperform gold this year. It’s possible, but investors shouldn’t count on improving economic conditions and industrial demand.Silver has recently become a hot investment theme. For months, if not years, some analysts claimed that silver is undervalued relative to gold. Then, at the beginning of 2021, Reddit revolutionaries tried to trigger a short squeez...Read More

Have Commodities Peaked? We Doubt It / Commodities / Commodities Trading

March 30, 2021 / www.marketoracle.co.uk

While everyone was paying attention to the FOMC, Gold & Silver, and the Treasury Yields, it appears the recent commodity rally trend took a big hit on Thursday, March 18, 2021.  Our guess is that the FOMC statement did nothing to support the continued commodity price rally as the US Fed continued with near-zero interest rates and economic support through 2023.  The rally in commoditi...Read More

IN CASE YOU MISSED IT: 5 key stories from March 31

April 01, 2021 / www.metalbulletin.com

Here are five Fastmarkets stories you might have missed on Wednesday March 31 that are worth another look.Market sources believe hot-rolled coil prices in the Northern European domestic market will remain on an upward trend into the second quarter despite reaching a new peak this week, with steelmakers widely seen as having...Read More

BASE METALS WARRANT REPORT 31/03

April 01, 2021 / www.metalbulletin.com

A summary of London Metal Exchange warrant premiums from across the globe for the week to Wednesday March 31.Please click...Read More

Indian HRC offers to Europe to exceed $1,000 per tonne cfr

April 01, 2021 / www.metalbulletin.com

Indian steel mills were likely to offer hot-rolled coil for export to Europe in the week beginning April 5 at prices exceeding $1,000 per tonne cfr, Fastmarkets heard on Wednesday March 31."Indian mills are waiting until next week to offer HRC to European customers, targeting prices of more than $1,000 per tonne cfr European ports," one market participant said.An official from a major HRC exportin...Read More

Tight supply continues to support European ferro-chrome markets

April 01, 2021 / www.metalbulletin.com

Prices of all grades of ferro-chrome in Europe went up in the pricing session on Tuesday March 30 in response to limited supply, while demand has also risen in some sections of the market, Fastmarkets has heard.Fastmarkets' price assessment for ferro-chrome, high carbon, 6-8.5% C, basis 65-70% Cr, max 1.5% Si, delivered Europe, rose by $0.05 per lb Cr (3.70%) to $1.25-1.45 per lb Cr on Tuesday, fr...Read More

IN CASE YOU MISSED IT: 5 key stories from March 31

April 01, 2021 / www.metalbulletin.com

Here are five Fastmarkets stories you might have missed on Wednesday March 31 that are worth another look.Market sources believe hot-rolled coil prices in the Northern European domestic market will remain on an upward trend into the second quarter despite reaching a new peak this week, with steelmakers widely seen as having...Read More

FOCUS: European HRC prices to continue rising after reaching new historical peak - sources

April 01, 2021 / www.metalbulletin.com

Market sources believe hot-rolled coil prices in the Northern European domestic market will remain on an upward trend into the second quarter despite reaching a new peak this week, with steelmakers widely seen as having in the upper hand in current market conditions that have shown no signs of easing. Fastmarkets calculated its daily steel hot-rolled coil index, domestic, exw Northern Europe...Read More

FOCUS: Will inflation impact copper, iron ore prices?

April 01, 2021 / www.metalbulletin.com

A sharp increase in inflation expectations for the US Dollar this year have led to heightened volatility across global assets and affected copper and iron ore prices, market sources told Fastmarkets.The rollout of several stimulus measures by the US government to help the economy recover following the fallout of the Covid-19 pandemic, including various monetary and fiscal policies, had caused infl...Read More

Is An April Fools' Day Joke About To Be Played In The Silver Market..?!?

March 31, 2021 / www.silverdoctors.com

Surely we've bottomed. Right?(by Half Dollar) Does anybody else get the feeling that silver is about to take a beating?I mean, why wouldn't silver be, really?First of all, they're going stark raving mad at Everybody's Favorite Mint Down Under, and by that, I do not mean they're getting angry, but figuratively, or literally, or whatever, they're going stark raving mad, and there's a difference, so...Read More

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