
With oil prices tumbling, stock prices falling and bonds rising, the word recession is getting tossed around quite a bit. Bloomberg’s Scarlet Fu has three charts that show the U.S. may be entering a downturn.

With oil prices tumbling, stock prices falling and bonds rising, the word recession is getting tossed around quite a bit. Bloomberg’s Scarlet Fu has three charts that show the U.S. may be entering a downturn.
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October hiring and upward revisions strengthen December hike expectations. For gold holders, the dollar and real yields remain separate tests.
Nov 6, 2026 · 3 min read

Canada's October jobs report lifts unemployment and cools hike expectations. We weigh the change for your mining shares and currency exposure.
Nov 6, 2026 · 3 min read

EIA's latest build takes gas storage to 3,801 Bcf and widens the seasonal cushion, weakening the scarcity case for winter producer earnings.
Nov 5, 2026 · 2 min read

Beth Hammack favours smaller steps toward restrictive policy. Her view leaves gold holders watching real yields, while the FOMC has made no new decision.
Nov 5, 2026 · 3 min read

Iran-deal hopes sent Brent prices lower despite US inventory draws, putting oil-producer cash-flow assumptions back under pressure.
Nov 4, 2026 · 3 min read

EIA's November 4 report shows a broader fuel draw as refinery inputs rise. Distillate inventories leave refiners and miners with different risks.
Nov 4, 2026 · 3 min read