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USD/ZAR Is A Powerful Signal For The Coming Silver Rally

Published 04/19/2016, 08:10 AM
Updated 07/09/2023, 06:31 AM
USD/ZAR
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XAG/USD
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SI
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The silver price and the US dollar/South African rand exchange rate (USD/ZAR) have a very interesting relationship that goes back a long way. Due to the nature of this relationship, I have found the USD/ZAR chart to be a good tool for determining a silver bottom.

In Jan 1980, when silver peaked at about $50, the USD/ZAR was trading at around 0.817. Today, the USD/ZAR rate is trading at about 14.366 – about 17.6 times higher than the Jan 1980 rate, whereas silver is trading at $16.2 – almost three times lower than the Jan 1980 high.

So, in the long run, the two move in opposite directions. When the USD/ZAR rate is moving up, then the silver price is moving down, and vice versa. Furthermore, when the USD/ZAR rate is making a top, then a bottom in silver is normally very close (before or after the USD/ZAR peak).

Below is a basic short-term fractal analysis of the USD/ZAR chart:

USD/ZAR Chart

On the chart I have highlighted two possible fractals (with points 1 to 5). The fractals are very similar (the angle is a bit different), and importantly appear during similar conditions (relative to a Dow peak). The second fractal appears to have reached point 5, which is a short-term top for the USD/ZAR chart, and very likely a long-term peak (since 1980).

If it is indeed a long-term peak for the USD/ZAR rate, then one should expect a very important bottom for silver around that date. Silver did make a bottom on December 14th 2015, about a month before the USD/ZAR top. This silver bottom will likely prove to be the ultimate low before the coming multi-year rally.

Below is another comparison (from my Feb 12th 2016 premium update), showing the relationship between USD/ZAR peaks and silver bottoms:

USD/ZAR vs. Silver

USD/ZAR and Silver Relationship

On the chart, I have drawn blue lines at the 2001, 2008 and potential Jan 2016 USD/ZAR peaks. One can see how close to these peaks the 2001, 2008 and potential Dec 2015 silver bottoms were.

Given the look of the Jan 2016 candlestick, it is likely that the USD/ZAR chart has peaked.

If it has indeed peaked, then there is a very strong likelihood that the December 2015 bottom in silver is actually the bottom since the 2011 peak. It is interesting to note that there is a 7-year interval between the silver bottoms.

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