The Plot Thickens

It's another crazy day in the PMs with CDG and CDS up through the overnight and onto Comex as spreads between spot and futures widen once again. What the heck is going on here? Is all this "delivery stress" related simply to the threat of tariffs?

If you listened to Friday's podcast with Andy, then you heard me question him about whether or not were are being gaslit on this tariff stuff. Four years of record central bank gold demand and reports of China now taking as much as 100 metric tonnes per month. Four years of supply deficit in silver totaling over 700MM ounces. And yet...

About the Author

Founder
tfmetalsreport [at] gmail [dot] com ()

41 Comments on The Plot Thickens

Subscribe or login to read all comments.

Support TFMR

Donate Buy Silver

Access Subscriber Benefits

Listen to TFMR on the go in your favorite podcast app, and join our member-only forum discussions!

Key Economic Events Week of 2/10

2/11 10:00 ET Jerry Powell Hump-Hawk
2/11 3:30 ET Goon Williams
2/12 8:30 ET CPI and Core CPI
2/12 10:00 ET Jerry Powell Hump-Hawk
2/12 2:00 ET Goon Bostic
2/12 2:00 ET Monthly Treasury Statement
2/12 3:30 ET Goon Williams again
2/13 8:30 ET PPI and Core PPI
2/14 8:30 ET Retail Sales
2/14 9:15 ET Cap Ute & Ind Prod
2/14 10:00 ET Wholesale Inventories
2/14 3:00 ET Goon Logan

Forum Discussion

randomness