Global
Stay Neutral Gold, Despite Cyclical And Structural Tailwinds…
Weak Yen Boosted Japan's Exports, Not Global Demand…
Singapore Electronics Exports Point To Resilient Global Growth…
Falling Equity Risk Premia Remove Buffer For Stocks…
Fed Easing Is A Tailwind For Gold…
Gold prices might experience a correction or consolidation over the near term. However, cyclical and structural forces will ultimately cause the yellow metal to trend upwards.
1 in 17 older Americans workers have gone missing either through ‘excess retirements’ or ‘excess mortality’. The consequent dislocation of the labour market means that the Fed’s work is not yet done. We go through some investment implications. Plus: the China and Japan rallies are exhausted.
Will Oil Continue To Extend Losses…
Mixed Messages From Swedish Indicators…
Consensus GDP Growth Forecasts Are Too Optimistic…