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A Modest Gold Portfolio Hedge Still Makes Sense
Not only is there a tight inverse correlation with the trade-weighted U.S. dollar, but over the past three years the Chinese renminbi has moved in lockstep with gold. Now that Chinese policymakers are tentatively injecting stimulus in their economy,  …
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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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