Gold
Gold: Potentially Vulnerable To A Shift In Inflation Fears…
Highlights Most sentiment and technical indicators suggest the dollar is undergoing a countertrend bounce rather than entering a new bull market. However, the internal dynamics of financial markets remain short-term constructive for the DXY. The DXY could rise to 96 before working off oversold…
Deciphering The Message From The Gold Market…
Highlights We remain bearish on the US dollar over the next 12 months. The best vehicle to express this view continues to be the Scandinavian currencies (NOK and SEK). Precious metals remain a buy so long as the dollar faces downside. However, we remain more bullish on silver than gold. Go…
Stagflation Risk?…
Will EM Stocks Heed The Message From Gold…
“Silver And Gold"
“Silver…
Please note that we will be on our summer holidays next week. Our next report will come out on August 20. Highlights The 30-year bond yield is the puppet master pulling the strings of all other investments. Where 30-year bond yields are still far from the lower bound, they will ultimately…
Gold At $2000, Now What?…
Gold: Balancing Short-Term Risks Vs Long-Term Opportunities…