Frank Holmes's Comment & Analysis
A complete archive of Frank Holmes's articles, including current analysis & comment - Page 8
Global manufacturing is slowly stirring back to life, as evidenced by a positive purchasing managers’ index (PMI) reading in January, and industrial metals, copper especially, look poised to...
A new report by BMO Capital Markets suggests that the price of gold is no longer being driven by real interest rates. What replaced them? I unveil the answer below.The American consumer did it again....
The race for the White House intensified last week as Donald Trump won the Iowa caucus with 51% of the vote, handily beating rivals Ron DeSantis and Nikki Haley. This was followed by second-place...
The January effect, named for the perceived market anomaly where stock returns in January are higher than in other months, has been a subject of interest since it was first written about in...
Growing tensions in the Red Sea, a crucial artery for international trade, have sparked a significant shift in the shipping industry. This shift, I believe, offers a compelling case for global...
The U.S. is adding new renewable energy capacity at a record clip, but that doesn’t mean it’s ready to quit fossil fuels just yet. The country just became the world’s biggest...
Soft landings, it has been said, are the holy grail of monetary policy, and there may be signs that we’re on the cusp of one. But what does it mean for the economy in 2024 to have a soft...
The world will need more than double the number of passenger and freighter aircraft by 2041 to meet demand, according to Airbus Group SE (EPA:AIR) latest outlook. The giant European aerospace company...
Like the market in general, Bitcoin has notched a strong ending to 2023 after trading rangebound for most of the year. If today were the last day of 2023, the king of digital assets would have...
Airline consolidation is not only relatively common but necessary for growth and competitiveness, and the recent announcement of Alaska Airlines' (NYSE:ALK) planned acquisition of Hawaiian Airlines...