The Plot Thickens

By TF 41 Comments | 15 Likes It's another crazy day in the PMs with CDG and CDS up through the overnight and onto Comex as spreads between spot and futures widen once again. What the heck is going on here? Is all this "delivery stress" related simply to the threat of tariffs? If you listened to Friday's podcast with Andy, then you heard me question him about whether or not were are being gaslit on this tariff...

Feb 10, 2025 - 00:03
 0
The Plot Thickens

By TF

41 Comments | 15 Likes

It's another crazy day in the PMs with CDG and CDS up through the overnight and onto Comex as spreads between spot and futures widen once again. What the heck is going on here? Is all this "delivery stress" related simply to the threat of tariffs?

If you listened to Friday's podcast with Andy, then you heard me question him about whether or not were are being gaslit on this tariff...