TF Metals Report Podcast

Welcome to the TF Metals Report Podcast! Vault podcasts are produced almost every day, while Thursday Conversation podcasts usually come out most weeks.

TFMR Podcast - Friday, January 17

The week finally ends and now we can look forward to a three-day US market holiday weekend. However, we first need to sum up and wrap up what was a busy day and week so please be sure to have a listen to your daily podcast.

For today, a lot to cover so let's dive right in. Just these...

TFMR Podcast - Thursday, January 16

Another strong day for the Comex PMs also brought some noticeable price management into tomorrow's NYSE option expiration day.Expect more of the same tomorrow before we can wrap up what has been a rather solid week of gains.

For today, a thorough discussion of all of this and look...

TFMR Podcast - Wednesday, January 15

Another excellent day for the Comex precious metals, both of which are now up and green on the week. Compared to where we were back on Monday, and with the concerns I had about a follow-up smash, to be green today certainly gives meaning to the whole " it's not how you begin the week " stuff...

TFMR Podcast - Tuesday, January 14

The stage had been set for a follow-up price slam today with the trigger being the latest PPI data. But a funny thing happened on the way to the slam. The PPI came in softer than expected! But don't exhale just yet. Tomorrow brings the latest CPI data and, if it comes in hotter than expected,...

TFMR Podcast - Monday, January 13

Just as night follows day, Comex precious metal prices were smashed today after last week's run-up in price and open interest. And just like last month, prices were smashed today, the day after spreads between spot and futures hit over $30 in gold and $1 in silver. Wash, rinse, repeat?...

TFMR Podcast - Friday, January 10

What a crazy day! The BLSBS laughably came in way beyond even the wildest of expectations and the bond yields and the POSX spiked higher. But the Comex PMs actually rallied, too, and though they finished well off their highs of the day, they both managed to paint pretty healthy green candles...

TFMR Podcast - Thursday, January 9

It was a mostly quiet, pre-BLSBS Thursday with overall sentiment improving dramatically...if only because the NYSE was closed for the Carter funeral!

But we had a solid day, regardless, with CDG finally moving up and through both $2680 and its 50-day MA. This is great, wonderful and...

TFMR Podcast - Wednesday, January 8

Wednesday Brough all sorts of interesting developments for the Comex PMs. Another rally overnight another smash during the Comex session and another failed attempt to breach resistance at $2680 in CDG and $31 in CDS.

But tomorrow is another day and Friday brings the BLSBS so the week...

TFMR Podcast - Tuesday, January 7

After a decent rally overnight, prices were shoved backward on Comex is response to some stronger-than-expected US economic data. But try to get too caught up in the minutiae today as there were some other headlines that will have a larger, long-term impact.

With that, let's dive in...

TFMR Podcast - Monday, January 6

It was an odd day to start the week with random Trump tariff headlines sparking sharp moves higher and lower in the Comex precious metals. If anything, Comex silver finished the day in the green so maybe we've got a little bit of momentum to take into tomorrow.

For today, a general...