Siddell: Rates Can Fall by 75-100 Points by End of 2026, Buy Precious Metals & Nuclear

Ed Siddell breaks down the latest economic data, noting that durable goods orders are higher and arguing the economy is heading in the right direction. “We just have to show a little more affordability.” He likes Kevin Warsh as a Fed Chair nominee, calling him “very hawkish on inflation” and anticipating lowered rates. Ed thinks we could be 75-100 basis points lower by the end of the year. He remains a “goldbug” and sees a buying opportunity in precious metals; he’s also long nuclear.

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