If King Dollar is wobbling, this asset is your best investment, says Citi

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Citigroup analysts says investors may want to get some exposure to silver now, as it's poised to see a big benefit from dollar weakness they say isn't over.

Fresh data showed China’s economy knocked it out of the park early this year, as its strict pandemic lockdown ended. That may be giving a lift to U.S. stock futures for Tuesday, possibly bringing the S&P 500 one step closer to those February highs.

Also grabbing some limelight these days is the King Dollar, whose six-month rally came to a grinding halt in recent weeks. As MarketWatch’s Joseph Adinolfi points out, much of that is due to expectations Fed hikes will soon be over, though speculation of the dollar’s early demise may also be greatly exaggerated.

The analysts see many fundamental drivers of the precious metal’s bull market yet to fully play out, including more downside for the dollar and interest rates, and increased investor interest in precious metals in the coming months. Speculative interest in silver, such as futures action and exchange-traded funds, also has much further to run, says Layton and the team. The value of that interest right now amounts to about $7 billion, while prior silver bull markets have seen it in the ballpark of $12 billion to $26 billion.

Investors can get exposure to silver via the futures markets, or even coins, but there are also plenty of ETFs to choose from: Global X Silver Miners ETF SIL up 11% year to date, ProShares Ultra Silver AGQ , up 5% and iShares Silver Trust SLV , up 4%, to name a few.The markets Stock futures ES00 YM00 NQ00 are higher, while Treasury yields TMUBMUSD10Y TMUBMUSD02Y are lower, along with the dollar DXY . Gold GC00 and silver SI00 are up, and oil prices CL.1 are little changed.

U.S.-listed Ericsson shares ERIC are down 5% after the Swedish telecom equipment maker’s reported forecast-beating earnings, but warned of a choppy 2023.

 

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more like 100%

CellarPolitics Ooooo…aaaaah.. 10% ? Stunning.

Who runs Citi, and is silver a good conductor?

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