Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Commodities

<ul><li>Central banks have been buying gold since after the GFC to diversify from US Dollars, underpinning the market with tightness</li><li>Gold bull markets have been influenced by periods of conflict and economic stability, with central banks playing a significant role in influencing the price</li><li>The second gold bull market starting around 2000 saw the gold industry aggressively buying back their hedges, pushing the price up alongside central bank buying and market forces</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Central banks have been buying gold since after the GFC to diversify from US Dollars, underpinning the market with tightnessGold bull markets have been influenced by periods of conflict and economic stability, with central banks playing a significant role in influencing the priceThe second gold bull market starting around 2000 saw the gold industry aggressively buying back their hedges, pushing the price up alongside central bank buying and market forcesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why The Mining Boom is Just Beginning (Hedley Widdup)

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

FX & Rates

<ul><li>Global team focusing on what's new for 2026 in terms of market outlook</li><li>Bullish on Eurodollar, expecting more modest gains due to US resilience</li><li>Dollar maintains yield supremacy, but new cyclical currencies emerging as carry efficient options for hedging volatility shocks</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global team focusing on what's new for 2026 in terms of market outlookBullish on Eurodollar, expecting more modest gains due to US resilienceDollar maintains yield supremacy, but new cyclical currencies emerging as carry efficient options for hedging volatility shocksThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX Outlook 2026: Bearish USD, Bullish Beta

<ul><li>Potential diversification of sovereign bond holdings away from U.S. treasuries and into other government markets, particularly in Euro area government bonds</li><li>FX hedging impacts on cross currency basis markets from hedging of dollar assets, with potential flow of reserve managers into European rates markets</li><li>Strategic bullish duration stance on German yields driven by expectations of ECB easing, lower inflation, easing of term premium, and positive carry in long duration exposures</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Potential diversification of sovereign bond holdings away from U.S. treasuries and into other government markets, particularly in Euro area government bondsFX hedging impacts on cross currency basis markets from hedging of dollar assets, with potential flow of reserve managers into European rates marketsStrategic bullish duration stance on German yields driven by expectations of ECB easing, lower inflation, easing of term premium, and positive carry in long duration exposuresThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: European rates market round-up

<ul><li>Market is seeing an uptick in CNY fixing, potentially halting the DXY bear trend temporarily</li><li>Investors are focused on upcoming tariff event risk on April 2, leading to de-risking behavior</li><li>Various potential scenarios for tariff implementation and FX response, with uncertainty around delivery and impact of tariffs on different sectors and countries</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Market is seeing an uptick in CNY fixing, potentially halting the DXY bear trend temporarilyInvestors are focused on upcoming tariff event risk on April 2, leading to de-risking behaviorVarious potential scenarios for tariff implementation and FX response, with uncertainty around delivery and impact of tariffs on different sectors and countriesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: What to expect when you are expecting tariffs (again)

Podcast by Hedge Fund Manager Erik Townsend, Macro Voices

Macro Voices

Podcast by Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Macroeconomics

<ul><li>Stock market experienced a significant decline on Monday, prompting thoughts of hedging downside risk with options back in February.</li><li>There are still strategies using options to manage risk and repair portfolios, as discussed in upcoming webinar.</li><li>Variant Perception CEO Tian Yang discusses macro environment, impact of Trump's policies, and the economy in interview with Macro Voices host Eric Townsend.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Stock market experienced a significant decline on Monday, prompting thoughts of hedging downside risk with options back in February.There are still strategies using options to manage risk and repair portfolios, as discussed in upcoming webinar.Variant Perception CEO Tian Yang discusses macro environment, impact of Trump's policies, and the economy in interview with Macro Voices host Eric Townsend.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves

United States

The U.S. Dollar Index(USDX) indicates the general int'l value of the USD. The USDX does this by averaging the exchange rates between the USD and major world currencies. The ICE US computes this by using the rates supplied by some 500 banks. FOR REAL TIME SEE EIS ICEA<GO>.

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Dollar Index (DXY CURNCY)

Why The Mining Boom is Just Beginning (Hedley Widdup)

Central banks purchasing gold as a diversification strategy has historically influenced gold prices and tightens the market, contributing to the...

Money of Mine

Global FX Outlook 2026: Bearish USD, Bullish Beta

Global team predicts euro dollar to rise to 116-118 in the near term, with a narrower dollar weakening compared to 2025, while offering efficient...

At Any Rate

Global Rates: European rates market round-up

Discussion on potential diversification of sovereign bond holdings, FX hedging impacts, Europe's benefit from de-dollarization, and strategic...

At Any Rate

Global FX: What to expect when you are expecting tariffs (again)

Market participants are closely watching the impact of CNY fixing, de-risking ahead of tariff events, and the uncertain response of FX to potential...

At Any Rate

MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves

The article discusses the importance of hedging downside equity market risk with options, the recent market movements, key economic indicators to...

Macro Voices

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