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Stay Long On Gold
For most of 2018, the U.S. dollar and real rates were the primary determinants of investor sentiment and positioning toward gold. As these variables rose, investors’ sentiment and positioning turned overly bearish; this pushed our Gold Composite…
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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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