Strategy Report
Gold Remains In The Fed's Wake
We expect a bullish gold environment in 2023, conditional on a more dovish Fed. We are hesitant to go strategically long gold, since our view hinges on one variable: US monetary policy. We remain tactically bullish gold to take advantage of the reduced pace of US rate hikes.
BCAリサーチ | Commodity & Energy Strategy
One macro framework for rates, FX, credit, and commodities, helping investors connect cross-market signals and position with clarity and conviction.
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