Gold’s rally isn’t about demand, it’s about trust. We believe we are in the midst of the third major change in the monetary order. The…
Under the hood, raw materials ranging from Silver, platinum and Copper have priced in extreme scarcity over the last months, TDS’ Senior Commodity Strategist Daniel…
The US Dollar (USD) is partly losing its store-of-value function — a macro theme that has already occurred many times through history. Gold is capturing…
Copper must make its way into the LME to prevent legitimate fears of a stock-out, TDS’ Senior Commodity Strategist Daniel Ghali notes. Market expectations and…
Ironically, the floor price in crude Oil has likely declined as a result of the war. As long as the battle lines remain as currently…
Analyzing Risk of Disruptions to Strategic Chokepoints in the Middle East suggested crude oil pricing screened rich to historical analogs in the overnight session, TDS’…
What if the largest threat to global markets is not an oil price shock, but a prolonged conflict leading to a deeper US involvement in the war…
LME Copper convenience yields are now reflecting critically low inventories, TDS’ Senior Commodity Strategist Daniel Ghali notes. Copper’s tension builds “Metal has flowed out of…
Despite mounting short-term pressure in Gold futures, algorithmic traders may only briefly trim positions before re-accumulating, with broader participation metrics suggesting a potential local bottom…
Like a thief in the night, Silver prices broke through $35/oz. Last time Silver broke this range, it took roughly 6 weeks to trade $50/oz,…