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Scottsdale Mint — Why Gold & Silver are Ultimate Stores of Value: Lindy’s Law Zerohedge — UBS Has a 3 Pillared Thesis on Gold Miners Yahoo — Just In- Silver in the Crossfire: Extortion Economics and Mexico-Mining Risk X.com — The Golden Era: Surpassing $5,000 as Retail and Central Banks Align
Featured Analysis:
Iran Oil: Goldman Looks at Hormuz Strait Risks
Goldman estimates crude is carrying an $18 per barrel risk premium, roughly equivalent to a one-month full halt of Strait of Hormuz flows with partial offsets. Inventories and spare capacity offer buffers, but sustained disruption would drive nonlinear price moves, particularly in European gas and global LNG markets.
HSBC: Metals Miners That Should Benefit from the Coming Super-Cycle
HSBC frames the coming commodities upcycle as structural and policy-led, anchored in electrification, defense, and re-shoring rather than China’s old credit cycle. Years of underinvestment and permitting constraints tighten supply across key metals. It is a selective super-cycle favoring copper and transition inputs, while miners remain deeply undervalued relative to tech on ROE metrics.
Gold: $5400 Max Pain as Macro Discretionary Funds Are Back
After a violent volatility purge, gold futures have structurally reset. Open interest cratered, realized vol collapsed, and legacy positioning was cleared. Macro discretionary funds are selectively re-engaging through convexity on dips while dealers remain short vol. With max pain clustering near $5,400, the futures complex is rebuilding with controlled upside optionality.
News & Analysis:
Coming Soon/ Chat:
Data on Deck: Jobs
MONDAY, MARCH 29:45 amS&P final U.S. manufacturing PMIFeb.51.210:00 amISM manufacturingFeb.52.6%TBAAuto salesFeb.14.8 million
TUESDAY, MARCH 39:55 amNew York Fed President John Williams remarks11:55 amMinneapolis Fed President Neel Kashkari interview
WEDNESDAY, MARCH 48:15 amADP employmentFeb.22,0009:45 amS&P final U.S. services PMIFeb.52.310:00 amISM servicesFeb.53.8%2:00 pmFed Beige Book
THURSDAY, MARCH 58:30 amInitial jobless claimsFeb. 288:30 amU.S. productivityQ44.9%8:30 amImport price indexFeb.0.1%8:30 amImport price index minus fuelFeb.NA
FRIDAY, MARCH 68:30 amU.S. employment reportFeb.130,0008:30 amU.S. unemployment rateFeb.4.4%8:30 amU.S. hourly wagesFeb.0.4%8:30 amHourly wages year over year3.7%1:30 pmCleveland Fed President Beth Hammack speaks 1
Charts and Final Market Check:
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MONDAY, MARCH 29:45 amS&P final U.S. manufacturing PMIFeb.51.210:00 amISM manufacturingFeb.52.6%TBAAuto salesFeb.14.8 million
TUESDAY, MARCH 39:55 amNew York Fed President John Williams remarks11:55 amMinneapolis Fed President Neel Kashkari interview
WEDNESDAY, MARCH 48:15 amADP employmentFeb.22,0009:45 amS&P final U.S. services PMIFeb.52.310:00 amISM servicesFeb.53.8%2:00 pmFed Beige Book
THURSDAY, MARCH 58:30 amInitial jobless claimsFeb. 288:30 amU.S. productivityQ44.9%8:30 amImport price indexFeb.0.1%8:30 amImport price index minus fuelFeb.NA
FRIDAY, MARCH 68:30 amU.S. employment reportFeb.130,0008:30 amU.S. unemployment rateFeb.4.4%8:30 amU.S. hourly wagesFeb.0.4%8:30 amHourly wages year over year3.7%1:30 pmCleveland Fed President Beth Hammack speaks
