Commodity Focus By Kotak Securities
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Commodity Focus By Kotak Securities
TRUMP: EU, CHINA RIPPING THE US OFF
I have said this before

Don't lose sight of the script of de-dollarisation as you follow headlines.

Most get confused with headlines because they have not understood the SCRIPT in geo economics and it's impact on geo politics.


Script is de dollarisation and De globalisation. Another way of saying it is, from unipolar world order to multi polar world order.

It will be chaotic and full of drama.

And the core of this reset will be a complete divorce between US citizens and Chinese businesses.

The former is the consumer out of printed dollars and latter, the producer against those printed dollars.

A lot of misdirection is likely. The truth and diplomacy are like water and oil, they never mix.

Another aspect of this reset will be a major coupling between Bharat and the US as partners.

The assets during this phase likely to be bullion, gold and silver.
Hi,

KCALRT: INTRADAY : BUY MCX GOLDM APR 94000 CE, BOOK PROFIT (CMP -980)


Disc: https://www.kotaksecurities.com/disclaimer/commodities - Kotak Securities
Chinese embassy emphasizes openness for talks with the U.S. without threats or pressure, calling for equality and respect in negotiations.
COMEX gold prices rebounded over 1% to $3350/oz, after their sharpest five-month drop amid President Trump's softer stance on the trade war and dovish signals from the Federal Reserve
 
WTI crude oil steadied near $62.30/bbl after sliding over 2% in the prior session, as markets digested the possibility of increased OPEC+ production and lingering US-China trade tensions

OPEC+’s audacious bid to punish its oil-quota cheats, as growing tensions with Kazakhstan stoked fears of an escalating price war (Bloomberg)
 
LME base metals trade mixed, supported by improved risk sentiment after President Trump toned down his criticism of Fed Chair Jerome Powell and China
 
The Trump administration is weighing potential reductions to specific auto industry tariffs, following warnings from carmakers that the levies could significantly impact profits and employment
 
Today's focus shifts to US unemployment claims, durable goods orders, and existing home sales data

https://www.kotaksecurities.com/disclaimer/commodities/
Hi,                                  
KCALRT: INTRADAY: BUY MCX NATURAL GAS MAY 265 PE BETWEEN 18.95 – 19.10 TP 20.5 SL 17.95 (CMP-18.95)

Disc: https://www.kotaksecurities.com/disclaimer/commodities - Kotak Securities
Hi,
KCALRT : INTRADAY: BUY MCX CRUDEOIL MAY 5350 CE BETWEEN 227  – 228.5 TP 250 SL 212 (CMP-227) 

Disc: https://www.kotaksecurities.com/disclaimer/commodities - Kotak Securities
Hi,
KCALRT: INTRADAY : BUY MCX GOLDM APR 95000 PE BETWEEN 234 – 240 TP 400 SL 134 (CMP- 234)

Disc: https://www.kotaksecurities.com/disclaimer/commodities - Kotak Securities
 
Hi,
KCALRT : INTRADAY UPDATE: BUY MCX CRUDEOIL MAY 5350, BOOK PROFIT AT (CMP-238) 

Disc: https://www.kotaksecurities.com/disclaimer/commodities - Kotak Securities
Today is GoldM and Silver Options Expiry!