Barani Krishnan's Comment & Analysis
A complete archive of Barani Krishnan's articles, including current analysis & comment - Page 7
Silver down 8% over four weeks, at an inflection point now amid China slowdown
China is world’s largest solar panel maker, with 430GW or more of solar capacity
China slowdown, without doubt,...
US CPI, China inflation data both on tap this week, keeping markets on edge
Crude rally could cause new inflation worry for Fed just as US jobs growth ease
Fed, yearning for 2% US inflation, will...
Diesel could emerge as a new inflation worry for Fed
Heating oil, a proxy for diesel, is up 28% over 6 weeks vs an 11% gain for gasoline
Tight diesel stocks to blame, say bulls; some claim...
South-Central America is baking, power burns are off the charts
Yet, gas prices are heading south, not north, as supply stays adequate
Front-month Sept gas on Henry Hub must clear $2.60 for...
Weakened auto outlook has weighed on PGMs this year, particularly palladium
Since May, platinum and palladium have moved same way on dollar rebound
To rebound, palladium has to cross first resistance...
Gold’s struggle at holding $2,000 visible after Tuesday’s about-turn
U.S. jobs report on Friday could help decide metal’s near-term direction
Spot gold has to stay above $1,987;...
Keeping the oil rally going will be OPEC’s challenge as Fed warily watches inflation
Fed will likely go back to aggressive rate hikes if inflation spikes from pricier oil
Higher inflation could...
July’s double-digit rally in oil could continue, fundamental and charts show
Yet, threat of inflation grows as a barrel of crude, gasoline get costlier
Fed likely to fight back with higher...
Hottest weather pattern of 40 years emerging, signaling more power burn
But gas keeps trading sideways, dynamically positioned at $2.65
Gas storage “reclassifications” also...
98% consensus for 25-bps hike means gold, silver to dip before Powell comments
Fed chief’s outlook on rates will tell if another hike due before the end of 2023
While another rate pause is seen...