CPM Group Market Commentaries

CPM Group Market Commentaries offer timely economic insight into market events. They are produced as needed, and are distributed by CPM Group free of charge to clients, contacts, and friends of CPM. To receive Market Commentaries and other CPM Group news to your inbox, Contact Us or email [email protected]

2022

CPM Market Alert: Cryptos Are Not Precious; Gold and Silver Are

CPM Market Alert Press Release: The Energy Transition and Platinum Group Metals 2022-10-19

Short- and Long-Term Uncertainty Overturns PGM Market Uncertainty 2022-03-14

Gold and Silver In The Pantheon Of Investments – 2022-01-19

2021

The Summertime Blues  – 2021-06-17

Silver Ore Decline Reflects Higer Silver Prices, Not Depletion of Ore – 2021-03-18

Silver’s Short-Term and Long-Term Outlook – 2021-02-19

Silver Price Insurance: Good Time To Hedge 2021-02-01

2020

Investor Gold Price Insurance 2020-11-17

 

Dollar Nonsense; Dollar Gold Nonsense 2020-09-30

Central Banks Reign In Gold Purchases 2020-09-22

Rhodium’s Meteoric Rise 2020-09-17

The Nuanced Silver and Gold Relationship 2020-08-17

   Part 1: Silver Does Outperfom Gold . . .Most Of The Time
   Part 2: Silver Volatility Is Not For The Faint Hearted 
   Part 3: The Gold:Silver Ratio

Gold, The Dollar, and Interest Rates Now – 2020-08-03

Possible Gold Hedges At Record Prices – 2020-07-27

Precious Metals Rise On Investor Concerns And Market Mechanics – 2020-07-22

Gold Realism – 2020-07-15

The World Around Gold, 2020-04-30

IMF World Economic Outlook, April 2020: The Great Lockdown

Why Gold Fell So Sharply 2020-03-19

 

2019

Who Is Buying Silver, It’s The Comex Shorts, 2019-08-28

Short-Term Gold Trading In The Real World, 2019-08-16

The Shift To Futures From Forwards 2019-06-18

Some Thoughts On Trade Wars, 2019-05-14

Gold Testing $1,300, 2019-01-14

2018

 
 
 
 

2017

Shifting Gold Investment Trends, 2017-11-01

Platinum Near Rock Bottom, Palladium On The Edge Of A Cliff, 2017-09-29

2016

Brexit and Gold, 2016-06-20

That’s Not Volatility, 2016-05-13

2015

The Indian Government’s Moves On Gold, 2015-09-18

Comex Is Not Running Out Of Gold, Still, 2015-09-14

The Non-Existence of a London Forward Gold Backwardation, 2015-09-14

Greece and Gold, 2015-06-29

2014

Investors Pouring Into Platinum Futures and Options, 2014-06-12

Massive Swiss Gold Imports, 2014-06-14

The Real Lesson of Barclay’s Fine, 2014-05-27

Molybdenum’s Dramatic Price Response, 2014-04-17

This Is The Time, 2014-01-14

2013

Much Ado About Nothing, 2013-08-19

A Qualified Buy Recommendation on Gold, 2013-06-27

2012

Year-End Commodities Outlook, 2012-12-18

Republican Gold Standard Plan, 2012-08-28

Deteriorating Economics, 2012-06-28

Who is Afraid of French Socialists, 2012-06-08

How Manufacturers Can Hedge Their Natural Gas Input Costs, 2012-05-23

5 Billion Ounces of Gold, 2012-04-26

Caveat Emptor, 2012-04-24

The Potential Effects on the Gold Market of a Greek Withdrawal from the ECB, 2012-01-11

2011

Gold and U.S. and European Sovereign Debt and Deficits, 2011-12-06

Gold and Economic Uncertainty, 2011-09-22

Regulatory Risks To Commodities Markets, 2011-06-29

2009

Commodities Derivatives Market Value Implodes; Gold Regains A Bit of Market Share, 2009-06-11

The Effects of the Financial Crisis on Metals Markets, 2009-03-31