Market Focus
A Gold Rebound is Nigh, But Not Another Long-term Rally
Gold looks set to stage a tactical rebound. It has become oversold and it is now trading at a significant discount relative to our short-term fair value model that encompasses both real interest rates and inflation expectations. The key for the near-term…
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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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