Gold and silver market update: Downgrades, risks, and opportunities

In this presentation, Jeffrey Christian of CPM Group provides an update on the gold and silver markets, highlighting risks and opportunities investors face after the US debt credit downgrade.

Jeff looks at the declining strength of the US dollar, and the currency’s performance relative to historical benchmarks, clearing us some prevalent misconceptions. He discusses the the significance of Moody's recent downgrade of U.S. Treasury debt, explaining why, despite immediate market reactions, the downgrade might not have the profound impact many anticipate.

Jeff also looks at how ongoing international political tensions, such as the unresolved conflicts in Ukraine and the Middle East as well as persistent economic uncertainties, including tariffs and swelling U.S. deficits, influence investor behavior and price volatility in precious metals.

The presentation concludes with a look at gold and silver markets, and CPM Group's short and medium-term projections for the metals.

CPM Group

CPM Group is a commodities research, consulting, financialadvisory and commodities management firm providing independent research,analysis and advisory services related to commodities markets, corporate andproject finance, and the financial management of exposure to commodity orientedinvestments.

We started our business in 1986 predicated on the idea that commoditiesresearch and advice is best delivered by independent experts who do not work forbanks, brokers, mining companies, or any other entity that has interests thatcould conflict with the best interests of the clients receiving the research,analysis, and advice.

All of our work is driven by fundamental commodities research and economicanalysis. As we undertake our research into individual commodities markets wegather a tremendous amount of information and develop an enormous body ofextremely high quality, unbiased analysis of the markets and the companies thatare involved with individual commodities. The outputs of our research andanalysis take the form of research reports, specialized and targeted consultingrelated to these markets, financial advisory services ranging from corporate andproject finance structuring to equity introductions, and managing specificcommodities and investment positions for clients.

CPM Group continues to demonstrate the economic value and financial worth ofsuperior research, information, and analysis. Our research is based onmicro-economic analysis of the individual components of each commodity market,wedded with a top-down macro-economic analysis of the global trends affectingthese markets. We apply the results of that analysis to our research,consulting, and advisory services.

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gold silver Jeffrey Christian us dollar U.S. Treasury debt

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

opinion

Gold and silver market update: Downgrades, risks, and opportunities

By CPM Group

Kitco Commentaries
Opinions, Ideas and Markets Talk

CPM Group

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opinion

Gold and silver market update: Downgrades, risks, and opportunities

By CPM Group

Kitco CommentariesOpinions, Ideas and Markets Talk

CPM Group

Tags:

Kitco Commentaries
Opinions, Ideas and Markets Talk