Sound bites: declining oil market share and rising long-term rates

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In my Tuesday interview with Jim Goddard, I discuss the latest Market INK report which reviews how insiders are positioned going into the Bank of Japan and Federal Reserve meetings this week. Importantly, insiders are taking a cautious approach and are not chasing after yield.

Gold stock insiders have been buying and we discuss what it might take to get bullion moving again: greater allocation to precious metals among large institutions. Meanwhile, the prospect of a rumoured Indian Rupee devaluation appears unlikely to be a source of gold weakness this fall.

Finally, we discuss the medium term oil outlook and how insiders view an early return to $60 or $70 oil on a sustainable basis as being a remote scenario.

Download or listen to the interview below, or you can find it on Howestreet.com.

 

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