Earlier today, I visited with Sandeep Jaitly of Fekete Research and The Gold Basis Service newsletter. Sandeep is a world-renowned authority in gold backwardation so I thought it would be great to get his perspective on:
Backwardation in general and how this relates to the current negative GOFO rates
The ongoing breakdown in the price relationship between physical and paper metal
Since the LBMA no longer publishes SIFO, can we draw any conclusions regarding silver
We are very fortunate to have Sandeep share his perspective with us. I hope you enjoy the podcast.
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Key Economic Events Week of 11/21
11/21 8:30 ET Chicago Fed
11/21 1:00 ET Goon Daly
11/22 11:00 ET Goon Mester
11/22 2:45 ET Goon Bullard
11/23 8:30 ET Durable Goods
11/23 9:45 ET Flash PMIs November
11/23 10:00 ET UMich sentiment
11/23 2:00 ET November FOMC minutes
11/24 US Markets closed
11/25 US Markets half day