PGM News and Press, iPathA Series B Bloomberg Platinum Subindex Total Return ETN From 11/25/21

Most people who own physical gold and silver for the long run aren’t going to second-guess their holdings because Powell is staying on at the Fed. With even more radical currency creation programs apparently being taken off the table for the time being, futures market traders t...

The resolution of inflation and policy uncertainty is likely to be among the most important determinants of market performance over the next 12 months. Even before Wednesday’s Consumer Price Index release, we saw signs of the shockwave to come earlier in the week. Real yiel...

PGMs like rhodium, platinum and palladium took a hit with the semiconductor shortages reducing demand for catalytic converters. However, we see a longer term opportunity for PGMs in the hydrogen economy, where the higher intensity of PGMs in hydrogen fuel cells makes a case for secula...

It has been difficult to trade the market based on fundamentals since the pandemic struck. We appear to have several new black swans on the horizon to further muddy the application of fundamentals. The Fed is facing the issue of tapering and whether to raise interest rates. Th...

Palladium prices in London plunged 12% this week for their biggest drop in 17 months, according to Bloomberg, as the semiconductor shortage weighed further on demand from automakers. Palladium (XPDUSD:CUR) on the London Metal Exchange closed today at $2,358/oz., a far cry from May's record hi...

After the pandemic’s initial spending splurge, the bill is due, and global growth is mean-reverting again. Treasury yields are confirming the disinflationary ride as we thought that they should. Similar trends are unfolding in the great hot north, with Canadian government b...

Platinum offers significant upside for long-term investors. US Platinum import statistics show platinum imports have been rising significantly over previous years. We think platinum is increasingly being used as a substitute for more expensive palladium which is bullish. Specu...

As we mark the halfway point of the year, the economy is in full recovery mode and asset prices are soaring. As we enter the second half of the year though, it is hard to ignore some contradictions. Economic growth in H1 is going to print a big number, and yet, the 10-year Treasury no...

MSCI US REIT Index rallied 2.7% in June, which marks an impressive run of eight consecutive monthly increases. The Russell 3000 Index jumped 2.5% in June, the fifth straight monthly advance. Comparing GMI to US stocks and bonds shows that global asset allocation remains competitiv...

Though the Aberdeen Standard Physical Platinum Shares ETF has underperformed since its launch in 2010, interest in the metal has increased since 2020. Buying the ETF is like holding platinum, a metal whose demand is increasing steadily. It is estimated that the metal’s supplies...