Indicator Spotlight
Gold Is At The Mercy Of Real Rates
Our fair value model based on TIPS yields and inflation breakeven rates shows that gold prices are back to equilibrium after a 6% undershoot earlier in August. The lack of trend in real yields for the past year, as well as the stability in inflation…
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BCAリサーチ | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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