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Craig Hemke – Tariffs, Dollar Breakdown, and Commodities Momentum: Does Gold Need To Make Another Leg Higher?

Author
KE Report
Published
Tue 08 Jul 2025
Episode Link
https://kereport.podbean.com/e/craig-hemke-%e2%80%93-tariffs-dollar-breakdown-and-commodities-momentum-does-gold-need-to-make-another-leg-higher/

Craig Hemke, founder and editor of TF Metals Report, joins us for a timely discussion ahead of the July 9th tariff deadline. We open with expectations around the expiration of the 90-day tariff pause and examine whether a renewed trade war could trigger short-term volatility, or present another "buy the dip" opportunity for metals.


Gold and silver may have more room to run, but will a falling dollar and global demand keep fueling this bull market?


Topics covered include:



  • The fading impact of geopolitical risks on gold


  • Institutional momentum and quarterly breakout trends in gold and silver


  • Why silver’s recent breakout above $35 could be the start of a bigger move


  • The role of the falling U.S. dollar and surging M2 money supply


  • What sideways gold prices mean for miners, M&A, and re-rated project economics


  • Differentiating between long-term secular trends and short-term policy noise


  • Could we be entering a broader reflationary environment, with capital finally flowing into commodity equities?


Click here to visit Craig’s website - TF Metals Report

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