Episode Details

In this Daily Editorial, I am joined by Craig Hemke, Founder and Editor of TF Metals Report, to analyze the shifting macro landscape, key central bank catalysts, and the latest technical action in the gold and silver markets.

• FOMC Expectations and the Yield Curve: A look into shifting market expectations for Wednesday’s Fed decision, how the bond market has moved ahead of policy makers, and what the latest Summary of Economic Projections could mean for market direction.
• Geopolitical Escalation and Energy Shocks: How widening conflict and major Middle Eastern pipeline infrastructure damage are supporting crude oil prices and altering the inflation narrative.
• Precious Metals Price Consolidation: Why the pullback from the August highs resembles a healthy, multi-month base-building process rather than the start of a deep breakdown.
• Plunging COMEX Open Interest: The structural impact of near-record low open interest and changing exchange margin rules, leaving thin order books that create volatile air pockets in both directions.
• Gold Versus Silver Performance: Technical divergence across the metals space as gold maintains relative strength near major moving averages while silver works through an extended technical digestive phase.

Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.com/

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Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.