Global
Awaiting A Better Entry Point To Long Silver/Gold…
In this week’s report, we release an update to our long-term REER valuation model and expected future returns for major currencies.
DM Flash Manufacturing PMIs: Decoupling…
Is The Cocoa Rally Nearing Exhaustion…
Central Bank Diversification, Economic Uncertainty Keeps Gold Bid…
Japan's Export Surge: Less Than Meets The Eye…
While 2024 will see various election risks, global geopolitical uncertainty is driven by the US election and its struggle with Russia, China, and Iran. The stock market can manage local domestic political risk. But it will correct upon a major outbreak of geopolitical uncertainty.
What's Weighing On The Copper-To-Gold Ratio…
No Inflationary Pressures From Grain Prices…
Our Valentine’s Day report is about two love stories: the infatuation with US tech and China’s infatuation with housing. We describe how these love stories will end, and why Europe could be the winner.