Market Focus
Gold: Potentially Vulnerable To A Shift In Inflation Fears
Gold has risen 25% this year, propelled higher by a set of three closely-related factors: A safe-haven effect, in response to a historic societal and economic disruption from the pandemic, A very significant decline in real interest rates, and …
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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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