Access2Aceess #3 - Sandeep Jaitly of Fekete Research

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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.

TF

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Key Economic Events Week of 9/16

9/17 9:15 ET Cap Ute & Ind Prod
9/18 8:30 ET Housing Starts & Bldg Perm.
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9/19 10:00 ET Existing Home Sales

Key Economic Events Week of 9/9

9/10 10:00 ET Job openings
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Key Economic Events Week of 9/3

9/3 9:45 ET Markit Manu PMI
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Key Economic Events Week of 8/26

8/26 8:30 ET Durable Goods
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Key Economic Events Week of 8/19

8/21 10:00 ET Existing home sales
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8/23 10:00 ET Chief Goon Powell speaks

Key Economic Events Week of 8/12

8/13 8:30 ET Consumer Price Index
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8/14 8:30 ET Productivity & Labor Costs
8/14 8:30 ET Philly Fed
8/14 9:15 ET Ind Prod and Cap Ute
8/14 10:00 ET Business Inventories
8/15 8:30 ET Housing Starts & Bldg Permits

Key Economic Events Week of 8/5

8/5 9:45 ET Markit services PMI
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Key Economic Events Week of 7/29

7/30 8:30 ET Personal Inc/Spending & Core Inflation
7/30 10:00 ET Consumer Confidence
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8/1 9:45 ET Markit Manu PMI
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8/2 8:30 ET BLSBS
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Key Economic Events Week of 7/22

7/23 10:00 ET Existing home sales
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7/24 9:45 ET flash Markit PMIs
7/25 8:00 ET Count Draghi/ECB policy meeting
7/25 8:30 ET Durable Goods
7/25 8:30 ET Wholesale Inventories
7/26 8:30 ET Q2 GDP first guess

Key Economic Events Week of 7/15

7/15 8:30 ET Empire State Fed Index
7/16 8:30 ET Retail Sales and Import Price Index
7/16 9:15 ET Cap Ute and Ind Prod
7/16 10:00 ET Business Inventories
7/17 8:30 ET Housing Starts and Building Permits
7/18 8:30 ET Philly Fed
7/19 10:00 ET Consumer Sentiment

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