Here are the latest news items and commentary on current economics news, market trends, stocks, investing opportunities, and the precious metals markets. In this column, JWR also covers hedges, derivatives, and various obscura. This column emphasizes JWR’s “tangibles heavy” investing strategy and contrarian perspective. Today, we look at strategic metals. (See the Commodities section. Pictured above is a Germanium Diode in a GFDL photo by Aomorikuma.)

Precious Metals:

Gold faces 10 months of headwinds from hawkish Fed while silver gets strong support from Europe – Heraeus.

o  o  o

Mark Lundeen, at Gold-Eagle.com: The Price of Gold in Foreign Currencies.

Economy & Finance:

Corporate Bankruptcies Reach Highest Level Since 2010.

o  o  o

Monthly Economic Review: July 2023

o  o  o

Reader K.F.B. recommended this video interview with Bill Holter: We’re Going Off A Financial Cliff.

o  o  o

A Fed paper: Review of the Federal Reserve’s Supervision and Regulation of Silicon ValleyBank,

o  o  o

Linked over at the Whatfinger.com news aggregation site: Biden regulations have cost Americans almost $10,000 per household: study.

Commodities:

Lithium Leads the Charge (Again): A Look at the Commodity Market in the First Half of 2023.

o  o  o

From the Australian government: Critical Minerals Strategy 2023–2030.

o  o  o

China Slaps Export Restrictions on Two Critical Metals.

o  o  o

From OilPrice News: Why The U.S. Has Become The Blackout Capital Of The Developed World.

o  o  o

What Does The U.S. Manufacturing Slide Mean For Energy Markets?

Derivatives:

Derivatives & Commodities Brokerage Global Market Report 2023.

o  o  o

Results of the June 2023 Survey on credit terms and conditions in euro-denominated securities financing and over-the-counter derivatives markets (SESFOD).

o  o  o

I missed seeing this article when it was posted back in March: The Next Bomb to Go Off in the Banking Crisis Will Be Derivatives. Oddly, this comes from Counterpunch — a far-left news outlet that usually ignores most financial news.

o  o  o

The OTC Derivatives Compliance Calendar has been updated. (Scroll to Page 2 for the first of the US compliance change dates.)

Forex & Cryptos:

IMF: Currency units per SDR for July 2023.

o  o  o

At Currency Thoughts: Bracing for U.S. Labor Market Data that Are Feared Likely to Be Too Strong.

o  o  o

AUD/USD Forecast: Faces Volatility Amidst Shifting Market Dynamics.

o  o  o

Study shows 130 countries exploring central bank digital currencies.

o  o  o

Coinbase was aware of securities law violations, SEC claims in letter.

Tangibles Investing:

2023’s Housing Correction Could Be The Largest Since Post-WWII.

o  o  o

UN Gun Grabbers Take Aim at Ammunition.

Provisos:

SurvivalBlog and its Editors are not paid investment counselors or advisers. Please see our Provisos page for our detailed disclaimers.

News Tips:

Please send your economics and investing news tips to JWR. (Either via e-mail or via our Contact form.) These are often especially relevant because they come from folks who closely watch specific markets. If you spot any news that would be of interest to SurvivalBlog readers, then please send it in. News items from local news outlets that are missed by the news wire services are especially appreciated. Thanks!