Gold
Highlights The pandemic has a negative impact on households and has not peaked in the US. But a depression is likely to be averted. Our market-based geopolitical risk indicators point toward a period of rising political turbulence across the world. We…
Highlights The global economy is in the midst of a painful recession. Monetary and fiscal authorities are responding forcefully to the crisis, but the lengths of the lockouts and quarantines remain a major source of downside risk to the economy.…
Gold Is Responding To The Fed’s Actions…
Gold’s Weakness Is A Scream For Help…
What Is The Gold-To-Oil Ratio Saying…
Stay Overweight Gold Plays…
Hunker Down…
Palladium: Bubble Or New Paradigm…
Model Points To Tactical Downside In Gold Prices…
Highlights Collective market signals suggest a low but non-negligible probability of a dollar spike due to the coronavirus. Stay long the yen as a portfolio hedge. Short CHF/JPY bets also make sense. Our limit sell on the gold/silver ratio was…