The KE Report

Craig Hemke – Tariffs, Dollar Breakdown, and Commodities Momentum: Does Gold Need To Make Another Leg Higher?

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Craig Hemke, founder and editor of TF Metals Report, joins us for a timely discussion ahead of the July 9th tariff deadline. We open with expectations around the expiration of the 90-day tariff pause and examine whether a renewed trade war could trigger short-term volatility, or present another "buy the dip" opportunity for metals.

Gold and silver may have more room to run, but will a falling dollar and global demand keep fueling this bull market?

Topics covered include:

  • The fading impact of geopolitical risks on gold
  • Institutional momentum and quarterly breakout trends in gold and silver
  • Why silver’s recent breakout above $35 could be the start of a bigger move
  • The role of the falling U.S. dollar and surging M2 money supply
  • What sideways gold prices mean for miners, M&A, and re-rated project economics
  • Differentiating between long-term secular trends and short-term policy noise
  • Could we be entering a broader reflationary environment, with capital finally flowing into commodity equities?

    • Click here to visit Craig’s website - TF Metals Report

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