Precious Metals
The market got excited by the 50 bps Fed cut and China stimulus. But these are a recognition that economies are slowing significantly. Stocks often rally after the first Fed cut, before falling sharply. Investors should stay defensive.
Metals Will Catch Up To Fundamentals…
Heed The Signal From Commodities…
Central Banks Are Still Accumulating Gold…
How Much More Upside For Gold…
Could Industrial Commodity Prices Stage A Bounce…
China’s Strong July Imports Hide Lackluster Demand…
Concerns about the global economy have shifted from sticky inflation to faltering growth. Tight monetary policy is finally starting to bite. We suggest increasing portfolio defensiveness.
Central Bank Purchases: A Tailwind For Gold…
Stay Neutral Gold, Despite Cyclical And Structural Tailwinds…