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What Is the Outlook of Gold?

Where are we in the gold price cycle, and what is the future path of gold? Below is our conversation with Bruce Liegel for his analysis on what lies ahead for gold.  Hedder: What’s the main driver for gold ? Bruce: Gold has been in a bull market since 2000.

A Look at Forex

Author: Bruce Liegel For most of my 30+ years in trading I have heard that the demise of the US dollar is coming and with it the end of its reserve-currency status. It doesn’t matter the time frame, there is always someone who makes what appears to be a

A Look at Long Term Charts

Author: Bruce Liegel This week’s focus is going to be on long-term setups that are now developing in a number of markets. Typically, I glance at long-term charts weekly, but a few times a year I take a hard look if set-ups are occurring. This is the case in

Are We on the Verge of a Commodity "Supercycle"?

In this Q&A, we sat down with Bruce Liegel for a deep dive on what lies ahead for commodities and whether there is a looming "supercycle". Hedder: There are talks of a looming supercycle. Can you explain what the term means and weigh in with your

[Video] Currency Intervention: Will Japanese Government Draw a Line in the Sand?

The Japanese Yen keeps falling these days. How far will it go? Will the Japanese government draw a line in the sand and intervene in the forex market? We talked to Bruce and Takehiko Nakao, the former vice finance minister of Japan, for a deep dive into the topic. In

Oil: What a Fracking World

Author: Bruce Liegel Executive summary: * Oil prices rallied on the back of the OPEC agreement * The refill of SPR will act as a bullish factor * The drop in horizontal rig count, oil well productivity, and drilled uncompleted wells also contribute to the bull case * Soaring labor and drilling costs in
Oil: What a Fracking World

[Video] The Next Crisis in Pensions and US Government Debt

With an explosion in government deficit and an elevated interest rate environment, are we seeing the beginning of a crisis in sovereign debt and pension funds? In this episode, Bruce is joined by Nicholas Glinsman for a deep dive on this topic.

Dollar Heads Higher, Euro Lower

Author: Bruce Liegel The US dollar continued to grind higher last week, now up almost 6% after the critical 100 level held in July, as outlined in our previous weekly outlooks (see Chart 1). The overall trend continues to point to potential higher levels over the next few months. Chart

[Video] Will Inflation Save Japan from the Lost Decades?

Is Japan finally getting out of the Lost Decades? In this video interview, Bruce Liegel and former BOJ Deputy Governor Masazumi Wakatabe explained the macro forces that are driving the Japanese economy and stock market.
[Video] Will Inflation Save Japan from the Lost Decades?

The Resurgence of Japan

Author: Bruce Liegel Introduction The Nikkei and Topix stock indices have been on a tear in 2023, with both indices up nearly 25% on the year in yen terms. This rally has been somewhat fueled by a weaker yen, down 12% on the year, but there is a bigger story
The Resurgence of Japan