Gold Ratios are indicating our projected countercycle is slowly coming to be and that is to the benefit of the gold mining industry
Gold ratios such as those to Oil/Energy and Copper/Industrial metals are trending up, and that is not good for the formerly inflated economy (as manufactured in Q1, 2020 under the Fed’s monetary panic regime and Trump’s fiscal regime). *
But it is good for one unique, counter-cyclical industry, fundamentally.
First, a Look at Yield Curves
There has been a long and very slow gyration from an inflated cyclical to a counter-cyclical environment, which is still not obviously in view yet. But the “bust” side of the boom/bust continuum awaits as the 10yr-3mo Yield Curve has long-since joined the 10yr-2yr in steepening.
Continue reading the full article on TalkMarkets.
More By This Author:
Gold Ratios Progressing, Gold Miners To Benefit
Down the Rabbit Hole; the Age of Inflation onDemand
Stocks And Gold, Into Inauguration Day





Comments
Log in or sign up to join the conversation.