Nach BrExit: Bargeld-Bestände der Briten steigen massiv an

Die Unsicherheit der britischen Bevölkerung spiegelt sich auch bei der Entwicklung der Bargeldbestände wieder:

Quelle: zerohedge.com

England: Stärkster Rückgang der Wirtschaftsleistung seit 2009

Insbesondere im wichtigen Service-Sektor ist der Rückgang für die englische Wirtschaft ein großes Warnsignal..

Quelle: Markit

Quelle: bloomberg.com

Goldmarkt: Rekordhohe Investment-Zuflüsse halten an

Seit Jahresanfang strömen wieder signifikante Kapital-Summen in den Goldmarkt . Nach dem BrExit stiegen die wöchentlichen Investment-Zuflüsse sogar auf ein Rekordhoch..

Quelle: Bloomberg Saxo Bank

Quelle:  BofAML Global Investment Strategy

Rohstoff- und Minenbranche: Der Wochenrückblick von Haywood

Werfen Sie einen Blick in den informativen Wochenrückblick von Haywood:

The Weekly Dig

Mick Carew, PhD, mcarew@haywood.com

Haywood Mining Team

U.S. Jobs Data See Markets Regain Some Ground Following Brexit Shock

§  June’s non-farm payrolls data released on Friday helped equity markets stem some of the losses incurred following the shock Brexit vote; payrolls increased by 287,000 jobs last month, the largest gain since last October according to the Labor Department. The news will no doubt be welcomed by the Federal Reserve, which released the minutes from its June meeting this week. The minutes painted a starkly different picture compared to the more optimistic tone of April, with FOMC members voting 10 to 0 to hold rates steady. This was in contrast to the April meeting which predicted a rate rise in June. While these jobs data paint a more optimistic tone for the US economy, it remains to be seen as to whether a shift in policy will result given that the full ramifications of the Brexit vote remain unclear. The markets reacted positivelyas the S&P 500, Dow Jones Industrial Average and S&P/TSX Composite Index each rose well over 1% on Friday, while safe haven assets including gold remained relatively stable, finishing the week higher (1.8%) at $1,366 per ounce. Silver (↑2.34%) platinum (↑3.6%) and palladium (↑2%) each followed suit, finishing at $20.24, $1,099 and $618 per ounce respectively. In contrast, base metals were lower during the week, with copper in particular falling 4.3% this week to $2.13 per pound; nickel (↓1%), lead (↓2%) and zinc (↓0.6%) also suffered losses this week, finishing at $4.46, $0.82 and $0.97 per pound respectively. Despite API numbers that indicated a drawdown in US oil supplies, WTI crude prices fell heavily this week (↓8%), finishing at $45.00 per barrel. Finally, the UxC Weekly Spot Price of uranium remained unchanged for most of the week, closing at $26.50 per pound on Friday.

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Quelle: stockcharts.com

Rohstoff- und Minenbranche: Der Wochenrückblick von Haywood

Folgend der informative Wochenbericht von Haywood:

The Weekly Dig

Mick Carew, PhD, mcarew@haywood.com

Haywood Mining Team

Precious Metals Continue to Rise Following Brexit Vote

§  Following last week’s shock Brexit result, financial markets continued to fall early in the week. The S&P 500 Index dropped below the 2,000 level during intraday trading on Tuesday, while the British Pound plummeted to $1.34 per U.S. dollar as confusion reigned over what the ramifications of the decision would be. The mood was compounded by terse comments from officials of the European Union stating that the UK cannot expect to have access to the EU free market without accepting all four principles of free movement: goods, services, people, and capital. On Wednesday, markets corrected following Monday’s and Tuesday’s losses; the FTSE 250 rising from Tuesday through Thursday by over 9% as concerns over the Brexit waned, at least for now. Gold maintained its above-$1,300 per ounce level, finishing at $1,325, while silver (↑8%), platinum (↑6%) and palladium (↑5.7%) also rose during the week to finish at $18.86, $1,026 and $600 per ounce respectively. Interestingly, base metals also have a positive week overall; copper (↑1.3%), nickel (↑2.3%), lead (↑3.4%) and  zinc (↑3.14%) each gained to finish at $2.20, $4.26, $0.81 and $0.95 per pound respectively. Alternatively, WTI crude prices fell for the second week in a row, down 3.55% to finish at $48.38 per barrel. Finally, the UxC Weekly Spot Price of uranium finished lower, closing at $26.50 per pound on Thursday.

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This report may be distributed in the following states: nil. Otherwise, this report may only be distributed into those states with an institutional buyer state securities registration exemption.  

Quelle: stockcharts.com

The Top 3 Most Visited JRB Blog Posts This Week Are..

3. Morgan Stanley, Analyse: Batterie- & Energiespeicher-Markt vor Wachstumsexplosion

2.  Nach der BrExit-Entscheidung: Sterling touchiert 30-Jahrestief, Goldpreis in Pfund mit dem höchsten Anstieg seit 42 Jahren

1. Nach dem BrExit: Globale Bestände der Gold-Investments springen um 3,4 Mrd. USD auf höchsten Stand seit 2013

Rohstoff- und Minenbranche: Der Wochenrückblick von Haywood

Der Link zum informativen Wochenreport von Haywood.

The Weekly Dig

Mick Carew, PhD, mcarew@haywood.com

Haywood Mining Team

Markets Down/Gold Higher as Britain Vote to Leave the European Union

§  The full ramifications of the surprise outcome of the British referendum on Thursday are unclear. The final result, which saw a 52-48 percent victory to Brexit advocates sent markets lower, albeit arguably not by as much as some predicted. Following the result, the British Pound fell almost 10% against the dollar to levels last seen in 1985, on fears the decision could hit investment in the world's fifth-largest economy, threaten London's role as a global financial capital and cause many months of political uncertainty. Closer to home, the Dow Jones Industrial Average and S&P 500 Index both fell 3.4% and 3.3%, while in Canada the S&P/TSX Composite Index fell 1.7%. As investors focussed on the short-term effects of the decision, the future of the European Union, and even the United Kingdom, have been brought into question. Already, a number of separatist parties in countries including France, Greece, Italy and the Netherlands have been bolstered by the result, and called for similar referendums that could see the European Union dissolve further. Meanwhile, citing the majority “remain” vote cast by Scotland and Northern Ireland voters, there is growing speculation that Scotland could hold another referendum to decide whether to remain with the U.K. The price of gold responded in kind, hitting almost $1,360 per ounce during Friday trading before settling at $1,320 per ounce (↑1.5%). Silver (↑1.5%), platinum (↑1.6%) and palladium (↑2%) were also up for the week. Base metals, with the exception of nickel, also rose, with copper (↑3%), lead (↑1%) and zinc (↑2%) finishing at $2.13, $0.77 and $0.91 per pound. WTI crude was down 1.4% this week while the UxC Weekly Spot Price of uranium finished higher, closing at $26.88 per pound.

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Nach dem BrExit: Globale Bestände der Gold-Investments springen um 3,4 Mrd. USD auf höchsten Stand seit 2013

Die Anleger weltweit kehren im großen Stil in den Goldmarkt zurück. Hier sehen Sie die Entwicklung der globalen Bestände der Gold-Investments..

Quelle: bloomberg.com

Nach der BrExit-Entscheidung: Sterling touchiert 30-Jahrestief, Goldpreis in Pfund mit dem höchsten Anstieg seit 42 Jahren

Gold wird seinem Ruf als ultimative Krisenwährung heute vor allem in Großbritannien gerecht..

Quelle: zerohedge.com

Quelle: zerohedge.com

Historischer Tag: BrExit zieht weltweite Schockwellen nach sich, Gold explodiert

Hierzu zwei aktuelle Berichte von Zerohedge mit der Zusammenfassung der wichtigsten Ereignisse:

"It’s Scary, And I’ve Never Seen Anything Like It" - Where Markets Are The Morning After

For those of you who are just waking up, first of all, congratulations. Here is what you missed.

European, Asian stocks and S&P futures plummet, as U.K. votes to leave European Union membership. FX carry trades everywhere go haywire, with the Dollar and Yen spiking while the Cable overnight plunged to 30 year lows and at last check was trading just around 1.37, down 1,300 pips from yesterday's highs. A modest rebound was experienced when first the Bank of England and shortly after all other central banks promised to pump virtually unlimited liquidity into the financial system. Ironically, all of this takes place a day after Fed’s stress tests showing all 33 banks exceed minimum requirements - we may find out just how "unstressed" they are as soon as today.

For those who are pressed for time, the following quote from James Butterfill, head of research and investments at ETF Securities, summarized it best: "It’s scary, and I’ve never seen anything like it. We’re going to see outflows from basically any kind of cyclical asset. A lot of people were caught out, and many investors will lose a lot of money.”

Here are key market updates:

• S&P 500 futures down 3.9% to 2023
• Stoxx 600 down 7% to 322
• MSCI Asia Pacific down 4.1% to 125
• US 10-yr yield down 22bps to 1.53%
• Dollar Index up 1.86% to 95.27
• WTI Crude futures down 4.2% to $48.00
• Brent Futures down 4.3% to $48.70
• Gold spot up 4.2% to $1,310
• Silver spot up 2.8% to $17.77

TOP NEWS:

• U.K. Votes for Brexit as Cameron Resigns After Historic Rupture: Prime minister to step down as Johnson weighs next step
• Pound Plunges to 30-Year Low as U.K. Assets Slide on Brexit: ‘There are certain days you never forget,’ says HSBC’s Bloom
• Carney Pledges $345 Billion to Fund First Line of Brexit Defense: Markets bets on a July interest rate cut climb to 50%
• Nationalist Parties Seize on Brexit to Demand Own EU Referendums: Le Pen, Wilders, Northern League call for vote
• Biggest U.S. Banks Seen Weathering Severe Stress in Fed Test: Regulators release results of Dodd-Frank mandated exercise
• Oil Tumbles After Brexit Vote as Traders Assess Lasting Impact: WTI, Brent down >6.6% as traders flee risky assets
• Gold Sees Biggest Gain Since 2008 in Rush for Havens From Brexit: Sterling-denominated gold jumps 15%, the most ever
• Xerox Appoints Jeff Jacobson as New Chief After Co. Split: Jacobson named as incoming CEO of document technology seller
• Albemarle, Fortive to Join S&P 500; Emcor Named to MidCap 400: Changes to be implemented after close of trading June 30

WHAT HAPPENED IN EUROPEAN MARKETS:

European shares sinks after U.K. voted to quit the European Union. All 19 Stoxx 600 sectors fall with banks, insurance underperforming and health care, food & beverage outperforming. 90% of Stoxx 600 members decline, 10% gain. “It’s scary, and I’ve never seen anything like it,” said James Butterfill, head of research and investments at ETF Securities, said by phone from London. “We’re going to see outflows from basically any kind of cyclical asset. A lot of people were caught out, and many investors will lose a lot of money.”

Link: http://www.zerohedge.com/news/2016-06-24/it’s-scary-and-i’ve-never-seen-anything-it-where-markets-are-morning-after

It's All Over As "Leave" Wins Brexit Referendum: Markets Everywhere Are Crashing

Final update to this historic post, just to make it official :
BREXIT VOTE-LEAVE HAS WON MORE THAN 16.784 MLN VOTES, ENOUGH TO GUARANTEE VICTORY IN EU REFERENDUM - BBC FIGURES

Link: http://www.zerohedge.com/news/2016-06-23/nailbiter-continues-here-are-first-official-results-and-they-give-bremain-some-hope

Quelle: Zerohedge

BrExit: Soros, Rothschild und Osborne warnen vor drastischen Folgen

Die Medien-Kampagnen rund um den kontroversen BrExit laufen kurz vor der Entscheidung natürlich wie erwartet besonders heiß. Lesenswerter Bericht auf Zerohedge:

The Big Guns Are Out: Soros, Rothschild Warn Of Brexit Doom; Osborne Threatens With "Suspending" Market

Just yesterday, we recounted the story of "Black Wednesday" when on September 16, 1992, the UK was forced out of the EU’s exchange-rate mechanism, or ERM, when the BOE tapped out and allowed the British pound to float freely, leading to 15% losses in the sterling. As we noted, this was George Soros' infamous trade which "broke the Bank of England" and made the Hungarian richer by over $1.5 bilion.

24 years later Soros is back, and this time he is warning against the kind of devaluation that made him a billionaire and which he believes will be unleashed by Brexit, when in a Guardian Op-Ed he wrote that U.K. voters are “grossly underestimating” the true costs of a vote to leave the EU, saying that there would be an "immediate and dramatic impact on financial markets, investment, prices and jobs."

He predicts that the pound would decline "precipitously", seeing a gargantuan drop of at least 15% and possibly >20% to below $1.15. Considering it has now become trendy for analysts to come up with ever "doomier" forecasts of just how low cable would plunge in case of Brexit, we are surprised Soros stopped there.

Here Soros makes the distinction how the collapse in cable would be different from the one that made him richer by saying thatthis devaluation wouldn’t be “healthy” like the one in 1992 because BOE wouldn’t cut rates, U.K. has large current account deficit and devaluation unlikely to improve manufacturing exports this time. Just don't tell that to the BOJ, which would gladly leave the EU - twice if it had to - if it meant a 20% devaluation.

“Brexit would make some people very rich - but most voters considerably poorer”; “there are speculative forces in the, markets much bigger and more powerful" than the speculators that profited from the 1967 devaluation at Britain’s expense. "A vote to leave could see the week end with a Black Friday, and serious consequences for ordinary people.."

Link: http://www.zerohedge.com/news/2016-06-20/big-guns-are-out-soros-rothschild-warn-brexit-doom-osborne-threatens-suspending-mark

Quelle: Sputnik

Rohstoff- und Minenbranche: Der Wochenrückblick von Haywood

Hier der Link zum informativen Wochenrückblick vom Haywood Mining Team.

The Weekly Dig

Mick Carew, PhD, mcarew@haywood.com

Haywood Mining Team

Brexit and U.S. Job Concerns Force Fed’s Hand Prompting Market/Gild Price Jitters

§  As predicted, the U.S. Federal Reserve held rates at 0.25 to 0.50% as concerns grow over the U.S. jobs market and Britain’s referendum scheduled for next week that will decide whether the Country stays in the Eurozone. The debate in Britain has intensified significantly as the day of voting draws nearer, with the “leave” camp gaining significant ground in the polls; one poll showed the Leave vote at 53% and the Remain vote at 47%, an 8 point swing on polls last week. The debate took a turn for the worse when a British member of parliament was shot dead in the street on Thursday, resulting in the suspension of campaigning for next week’s referendum. The likelihood of a U.S. rate rise in 2016 diminished following comments by Janet Yellen and other Federal Reserve officials - while the official outlook sees two rate hikes in 2016, fewer Federal Reserve officials expect the central bank to raise interest rates more than once this year, as policy makers gave a mixed picture of a U.S. economy where growth is picking up and job gains are slowing. The price of gold pierced the $1,300 per ounce level on Thursday and Friday following the Fed’s announcement, before closing at $1,296 per ounce late on Friday. Meanwhile, silver was up slightly (↑1%) finishing at $17.48, while platinum and palladium both fell over 2% to finish at $971 and $535 per ounce respectively.  Base metal prices were volatile this week; copper and nickel finished up higher at $2.06 and $4.09 per pound while lead and zinc were both lower at $0.76 and $0.73 per pound respectively. Finally, both WTI crude and the UxC Weekly Spot Price of uranium finished lower, closing at $48.03 per barrel and $25.94 per pound respectively.

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This report may be distributed in the following states: nil. Otherwise, this report may only be distributed into those states with an institutional buyer state securities registration exemption.  

Commodity-TV: Interview mit Analyst Florian Grummes über Gold, den BrExit und die aktuelle Charttechnik

Hörenswertes Interview auf Commodity-TV mit dem Chefanalyst und Herausgeber des Gold Newsletter.

Link: http://www.commodity-tv.net/?v=296345

Quelle: commodity-tv.net

Rohstoff-TV, Interview: Aktuelle Makro-Perspektiven auf Gold

Mein aktuelles Interview mit Jochen Staiger @ Rohstoff-TV über brisante Makro-Perspektiven auf Gold, die Finanzmärkte, den möglichen BrExit und Co...

Link: http://rohstoff-tv.net/c/mid,33298,Marktanalyse_und_Research/?v=296339

Quelle: Rohstoff-TV

Rohstoff- und Minenbranche: Der Wochenrückblick von Haywood

Hier finden Sie den informativen Wochenrückblick von Haywood vor.

The Weekly Dig

Mick Carew, PhD, mcarew@haywood.com

Haywood Mining Team

Metal Prices Fall as Talk of June Rate Hike Intensifies

§  A statement from the Federal Reserve this week raised the prospect of an interest rate rise in the United States, with policymakers suggesting it could occur as early as next month if economic data supported the move. Since the Federal Reserve raised its key interest rate in December last year, the prospect of an additional rate hike has varied amid bullish employment data conflicting with concerns over the state of the U.S. economy, and its manufacturing sector in particular. According to the Fed’s notes, signs that the economy, employment and inflation are firming would be watched closely, while it remained wary of external factors, including a possible UK vote to leave the European Union. According to some Federal Reserve officials, an interest-rate increase could occur as early as June. In response, metal prices and mining equities were down on the news on Wednesday, with gold in particular falling as low as $1,244 per ounce on Thursday as the United States dollar rose against a basket of other currencies. The yellow metal rose to $1,260 per ounce later in the day but settled at the end of the week at $1,253 per ounce. Silver (↓4%), platinum (↓3%) and palladium (↓6%) were also down for the week, finishing at $16.51, $1,023 and $560 per ounce respectively. Base metal prices continued to slide following last week’s losses, headed by copper which fell as low as $2.03 per pound and approaching the $2.00 level, before consolidating at $2.05 per pound on Friday; Meanwhile, nickel, lead and zinc each finished at $3.84, $0.76 and $0.84 per pound respectively.  WTI crude continued to push towards $50 per barrel, finishing at $47.75, while the UxC Weekly Spot Price of uranium rose 1% to finish at $28.56 per pound.

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This report may be distributed in the following states: nil. Otherwise, this report may only be distributed into those states with an institutional buyer state securities registration exemption.