What happened to gold’s safe haven status? In short, it’s because of US interest rates. Gold isn’t going to be a safe haven while inflation remains low and the Fed is on a tightening path.
Commodities are a vital part of the Aussie economy. And commodity stocks are heavily represented in the Aussie market, especially at the speculative end. The Rum Rebellion looks at commodities for money making opportunities, and to also show you what commodity prices are saying about global economic growth and the health of the Chinese economy.
When China slows, commodities take a hit. That has an impact on Australia, and flows through to the stock market and interest rate considerations. So we analyse commodities from a ‘holistic’ perspective, as well as highlight the individual opportunities when they arise.