RBC on Gold Miners | MARKET RUNDOWN
JPM CTA Analysis
Housekeeping: This Sunday Founders’ will do an extended walkthrough of how we use the CTA data from various firm reports. The knowedge base on this is a synthesis of algo use ( have it), retail mindest (saw it), and bank behavior (hate it). The recording will be avaialable for prem subs next week.
Today:
Market Rundown
RBC Gold Miners, JPM CPI and CTA analysis for Gold
Market Rundown:
Good Morning. The dollar is up 16 points. Bonds are slightly firmer. Stocks are flat to up 20 bps. Gold is up $5. Silver is up 25 cents. Oil is up 51c. Copper is 3c almost a percentage point. NatGas is up 6 c Crypto is slightly lower. Corn and Soy are up 50bps. Wheat is unchanged
Comment: CPI Tomorrow. No data today. Speculators will start their race cars, and allocators will close most of their open orders. RBC on miners, JPM’s CTA stuff and more.
The Active Trader post will be out between 8:30 and 9:00.
WEDNESDAY, JAN. 11
None scheduled Excerpts:
Very nice data base by RBC on Gold and Silver spot prices and companies. Not very pleasing on the eye, but very thorough. Serious mining stock folks will love this
JPMs CTA Analysis For Gold
JPM CPI Preview
ANALYSIS BELOW…
