U.S. steel prices are climbing after President Trump announced plans for a possible 25% tariff on steel imports from Mexico and Canada. Although the tariffs will not be implemented immediately—the administration has allowed a one‑month window for negotiations—they have already influenced market behavior and pricing across the domestic steel industry. Steelmakers in the United States … Read more
Written by: The MacroButler Andrew Niccol’s early concept for The Truman Show—originally darker and titled The Malcolm Show—imagined a man trapped unknowingly in a corporate fishbowl. Peter Weir turned that premise into satire and cast Jim Carrey in a restrained performance. When the film premiered in 1998, it offered an early critique of media manipulation … Read more
Gold prices reached their tenth intrayear record, rising to $2,954.69 per ounce as markets reacted to President Trump’s recent trade warnings and rising geopolitical tensions. The precious metal has climbed about 12% in 2024, driven by growing investor concern over the prospect of new tariffs that could affect a range of industries, including lumber, automobiles, … Read more
Recent market turbulence has renewed questions about the U.S. dollar’s role as a safe-haven asset and the world’s primary reserve currency. After President Trump announced tariffs on April 2, familiar market relationships shifted: the dollar dropped to a three-year low while other traditional havens such as the Swiss franc and Japanese yen gained strength. Market … Read more
This Federal Reserve article reviews the uncommon instances in which countries have tapped valuation gains from gold and foreign-exchange reserves to raise funds. Over the past three decades, only five jurisdictions have done so: Germany, Italy, Lebanon, Curaçao and Saint Martin, and South Africa. The article identifies two primary uses for those valuation gains. Central … Read more
Gold and silver are distinct investments with different roles. Gold stabilizes a portfolio—historically showing low or negative correlation to equities and holding value during market stress. Silver behaves like a high-beta asset—more than half of its demand is industrial, which makes it more volatile and sensitive to economic cycles. When used together with clearly defined … Read more
Published on Wednesday, April 27, 2016. This video offers a clear, concise presentation from the original upload date. Watch to see the full coverage and context provided in the recording. The embedded player above streams the original content as it was posted. If you are viewing this page for reference or research, the timestamp indicates … Read more
A massive arbitrage trade in precious metals that had flooded the United States with more than $80 billion in gold and silver ended abruptly after Wednesday’s announcement that these metals would be exempt from President Donald Trump’s new tariff policy. For months, traders reacted to unusually high price premiums in New York compared with global … Read more
Following Israel’s strike on Iran’s nuclear program, the U.S. Treasury bond market saw an unexpected selloff on Friday that pushed yields slightly higher. Investors initially moved into government bonds late Thursday seeking safety, but that demand quickly reversed as market sentiment shifted. BMO Capital Markets strategists noted the change reflected growing concern about inflationary pressures, … Read more
Incrementum has released its latest Gold Monthly Compass, one of the most comprehensive free gold research reports available. This July edition is packed with charts, macro analysis, and market context to help investors and analysts understand the forces shaping the gold market. Highlights from the report include clear, data-driven coverage of the themes that matter … Read more