2023-09-23 09:24
China is expanding while the rest of the world is in recession. Read More
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Correlation Economics Blog
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Dedicated to monitoring breaking global economic news on a day to day basis
2023-09-19 12:45
Correlations between stocks/bonds and gold/yields are inverting. Read More
2023-09-13 19:08
Gold should rise. Read More
2023-09-07 08:37
Follow the money. Read More
2023-08-25 16:40
Koos Janssen provides evidence that central banks are saving the gold price Read More
2023-08-23 09:54
The neutral price of gold (derived from Shanghai gold premiums) and the neutral price of copper (derived from Chinese scrap copper premiums). Gold is outperforming copper Read More
2023-08-17 14:06
Gold and TIPS are correlated. Read More
2023-08-17 11:54
The next stage will be QT and rate cuts. Bond yields rising and fed funds rate dropping means uninversion of the yield curve. That is bullish gold. Read More
2023-08-16 12:48
No end in sight. Read More
2023-08-15 10:15
China reaches all time high in power consumption. Read More
2023-08-11 09:23
As fiscal spending rises along with less money printing. Bond yields will soar. Read More
2023-08-10 11:43
Natural gas supply to EU is down. Read More
2023-08-08 15:49
2023-08-08 13:20
Gold has outperformed bonds over the last month. Read More
2023-08-07 09:46
China likes to buy dips in gold. Read More
2023-08-01 08:54
Yellen is about to borrow 1 trillion dollars in Q3. Bond yields will soar.Marc Faber expects bond yields to reach 15%.How do we position ourselves? Buy gold! Read More
2023-07-25 12:27
Gold is the Anti-Bond. Gold strength since 2008 is not due to lower bond yields, but due to central bank gold buying. Read More
2023-07-20 10:10
When USD goes down, gold goes up. Read More
2023-07-20 08:30
Recently, the gold price has been rising while gold ETFs were flat. This started in Q4 2022. The gap is about 200 tonnes of gold in GLD.This coincides with central bank gold buying of about… Read More
2023-07-17 20:04
2023-07-15 08:13
Tax rates are correlated to debt to GDP. Read More
2023-07-13 06:16
The natural hierarchy of money starts with gold at the top. Everything else is credit.GoldCurrencyDepositsSecuritiesAs credit expands and contracts, the pyramid grows wider and narrower. In… Read More
2023-07-10 09:11
Oil demand doesn't look particularly strong.Oil supply isn't helping either.Copper looks better.Comparison: Read More
2023-07-06 15:32
2023-07-05 11:33
Yield curve inversions happen when the population growth slows down.Housing inventory is inversely correlated to the yield curve Read More
2023-07-04 08:50
Foreign gold deposits at the New York Fed are once again rising. This tells me central banks are buying gold again. And it's not China and Russia, because they wouldn't store their gold… Read More
2023-07-03 12:08
Gold seasonality favours a move up. Natural gas seasonality favours a move lower Read More
2023-06-29 10:59
Copper price average (red) should be slightly above the AISC (green). New copper mines that come online in a few years have costs around $2/lb inflation adjusted Read More
2023-06-21 22:19
Jim Rickards: The “BRICS+” countries will announce the creation of a new currency at its annual leaders’ summit conference on August 22–24. This will be the biggest u… Read More
2023-06-21 12:54
If Q3 2023 doesn't boost oil, then oil is in very bad shape.Citigroup says oil will be going below 70. Especially when a recession arrives in Q1 2024 Read More
2023-06-17 20:13
Gold is monetary and should not be seen as a commodity. It is money and depends on the 4 prices of money. It's less dependent on mine supply because the stock to flow ratio is very high Read More
2023-06-07 15:27
2023-06-05 09:33
2023-06-02 17:32
Open interest shows that this is likely the bottom in gold. Read More
2023-06-01 10:02
Why natgas will remain depressed Read More
2023-05-27 10:30
The R-Star from the New York Fed gives a measure of the natural real interest rate.For example: On May 2023, the R-Star was 1.14% while the real 10 year bond yield was -1.5%. This means that… Read More
2023-05-25 18:19
Michael Pento shares his secret model. Read More
2023-05-24 12:01
In Gold We Trust Report 2023: https://ingoldwetrust.report/wp-content/uploads/2023/05/In-Gold-We-Trust-report-2023-english.pdf Read More
2023-05-24 09:31
When banks fail, gold soars. Read More
2023-05-23 10:16
OPEC oil cuts are good for gold. DUBAI, April 2, 2023 (Reuters) - Saudi Arabia and other OPEC+ oil producers on Sunday announced further oil output cuts of around 1.16 millionOPEC+ to c… Read More
2023-05-16 19:09
Gold has a long way to go Read More
2023-05-16 12:39
Oil should be moving higher. Read More
2023-05-13 08:47
Gas rig counts are correlated to gas production Read More
2023-05-12 15:43
Comparison of gold miners Vs. Soma Gold. Read More
2023-05-04 11:23
The near term forward spread is a predictor of a recession.Also works with gold Read More
2023-05-03 05:53
Oil production will start dropping Read More
2023-05-03 05:52
Gold should head higher Read More
2023-04-27 06:10
When surplus went to deficit in 1980, the oil price shot up 20x Read More
2023-04-26 13:33
Oil demand is going to drop due to EVs. Read More
2023-04-25 22:18
The debt ceiling will be raised in July, pushing gold higher Read More
2023-04-24 21:40
If all the cars were converted into EVs, the copper demand would double. Read More
2023-04-22 17:49
Copper goes to $7/lb Read More
2023-04-21 08:35
Gold and silver lease rates are correlated to the premiums. Read More
2023-04-19 18:15
This is a nice calculator for equivalency of different metal grades.https://www.juniorminingnetwork.com/drill-hole-calculator.htmlExample: https://www.juniorminingnetwork.com/drill-hole… Read More
2023-04-13 19:10
Oil demand is rising Read More
2023-04-06 07:04
2023-04-04 07:45
Amrita calls this: "Insanely Bullish!". Read More
2023-04-03 08:36
The USD is losing reserve currency status as allocations drop to 58%. Read More
2023-04-02 12:34
When deficits rise, the uranium price goes up Read More
2023-04-02 06:41
Gold production is falling, which is bullish gold Read More
2023-03-30 22:27
The TYX to TNX ratio leads the gold price as it shows the market's expectation for inflation Read More
2023-03-26 15:10
Thread about cost curves. Silver:Copper:Uranium:Tin:Oil:Gold:Iron ore:Platinum:Potash:Lithium:Spodumene:Thermal coal:Natural gas: Read More
2023-03-25 11:43
Bullish oil. Read More
2023-03-24 09:44
Gold typically does well when the Fed injects repo liquidity Read More
2023-03-24 07:53
As China's GDP per capita rises, energy consumption will rise and some of that will need to be oil Read More
2023-03-23 15:43
How low will lithium drop? Look at the cost curve Read More
2023-03-21 12:18
It is a good time to buy oil. Read More
2023-03-18 08:56
Oil becoming bullish again Read More
2023-03-16 20:57
Surprise! Read More
2023-03-15 20:59
Oil demand is soft in Q1 but is expected to rise until the end of the year Read More
2023-03-14 15:58
Unrealized losses for several banks. CDS spreads in basispoints you need to pay to protect yourself against default Read More
2023-03-10 10:12
We will need a lot of copper, aluminum, lithium and steel. Read More
2023-03-08 16:24
2023-03-02 13:02
This is a very unusual correlation between JP Morgan registered silver at COMEX Vs. silver price. Read More
2023-02-28 16:03
When there is a lot of oil in transit, you need tankers to store and transport the oil. Read More
2023-02-21 12:34
Capex to sales ratio points to higher oil prices. Read More
2023-02-20 14:56
Rig count Vs. oil production. Read More
2023-02-20 14:00
China is building a lot of wind mills. Read More
2023-02-20 11:03
The largest segment of dry bulk (67%) is iron ore, grains and coal. Iron ore segment is in terminal decline. Don't count on grains either because China population is dropping now. Also don't… Read More
2023-02-18 09:02
Deeper yields curve inversion is deeper recession Read More
2023-02-15 12:44
It's looking good for oil. Read More
2023-02-10 09:04
This is very bullish oil Read More
2023-02-08 15:27
Natural gas prices are inversely correlated to natural gas storage. Read More
2023-02-08 13:57
Rig rates Vs. Rig utilization. Read More
2023-02-06 09:09
As India and China develop their economies, electricity consumption will increase. Read More
2023-02-05 19:26
Margin debt is pretty low. Chance of a crash is low Read More
2023-02-05 11:25
The Stock Forecaster Index can predict the movement of stocks and is based on the following parameters:Fed balance sheet expansionCredit spreadsInitial jobless claims The Brave-Bu… Read More
2023-02-04 16:33
China oil processing demand is rising. It's around 15m barrels/day. Mostly diesel. They export only 1m barrels/day of it and keep the rest Read More
2023-02-04 08:55
We remain bullish Read More
2023-01-29 20:42
We can already see the future Read More
2023-01-29 19:45
Low inventories mean higher prices. Read More
2023-01-29 17:12
Current status of energy market.The oil price (link 2, link 3) can be predicted based on oil supply and demand numbers. Demand can be correlated to U.S. GDP while supply… Read More
2023-01-28 22:34
2023-01-24 11:33
Open interest in oil is a leading indicator for the oil price as it tells us whether there is money flowing into the sector or not. By checking out the Open Interest of various commodit… Read More
2023-01-23 18:22
The probability of higher gas is rising. Gas supply has not been resolved Read More
2023-01-23 05:56
Oil still has a long way to go up Read More
2023-01-18 14:02
Buy the drilling companies. Read More
2023-01-16 19:47
China's power consumption is correlated to China's gas consumption.Moreover, lockdowns (visible in airportia data), affect power/gas consumption Read More
2023-01-16 11:19
It is more difficult to drill oil wells. Read More
2023-01-13 08:58
Stocks will go up! Read More
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