Will the 'Golden Rally' Hold Up, or Is It a Head-Fake?

The transcript discusses global economic uncertainty and the potential need for more accommodation in interest rates. It analyzes the gold market, highlighting its correlation with interest rate cuts and a macro regime shift. The challenges in the silver market are explored, including competition from cryptocurrencies and high inventories. The copper market is examined, focusing on supply risks and demand concerns, with potential upside if demand improves.

What implications does the recent tragedy at the Congo mine have on the copper market?

What potential upside exists for copper prices if demand concerns are alleviated?