jfo496May 3, 2021CommoditiesCommodities’ relentless rise may pause mid/late Q2As all risk assets seem to be in blow-off mode, cyclical commodities such Oil or Copper have been leading the charge higher. Their...
jfo496Aug 1, 2020CommoditiesGold probably continues to climb quite linearly until Spring next year• Gold probably remains uptrending until late Q3 at least, and most likely into Spring next year. Our upside targets suggest that it...
jfo496Jan 1, 2020Commodities2020 could be a strong year for CommoditiesGiven the massive amount of liquidity currently being injected by the FED, the US Dollar has continued.... Read Full Text:
jfo496Oct 1, 2018CommoditiesGold is a monetary phenomenonLast month we suggested that by late September, risk assets should move lower into November. We believe this is still the case, and that...
jfo496May 1, 2018ForexFlight to quality – Where’s the best place to hide?One thing we can say about the early February financial assets sell-off is that it was difficult to find any place to hide. Equities...
jfo496Feb 2, 2018CommoditiesGold looks strong towards year-end, yet wait for the Dip, rather than buy the BreakoutLast month, we outlined that the U.S. Dollar was getting ready to bounce, probably from mid/late January. Although, the sell-off has...
jfo496Dec 4, 2017CommoditiesGold could bounce late December, but should remain under pressure until late Q1 2018Gold has taken a bit of a dive over the last few weeks and more generally since September. In our view, it is suffering from the bounce...
jfo496Oct 4, 2017CommoditiesOil should retrace during October, before it resumes its uptrend towards year-endFollowing their retracement down from the Spring, China and Industrial metals have been moving up since May. They have led Oil, which has...
jfo496May 1, 2017CommoditiesGold, a reflationary asset with a defensive biasThe rapid rise in interest rates during H2 2016 and the concomitant fall of Gold prices did bring back memories of the 2012 -2013...
jfo496Mar 24, 2017CommoditiesNo Linear Uptrend for Oil (IFTA March 2017)Crude oil’s range-bound price may not stay that way very long—expect prices to trade lower until mid-year