Allocation Today: Think Scarce And Short

Home Investing Strategy Portfolio Strategy Allocation Today: Think Scarce And Short. VanEck's investment theme is scarcity. Right now we're in the very difficult part of the inflation cycle. The traditional value segments of the market are going to start to perform well.

Sticky Inflation Boosts Gold

The Big Inflation Week Starts Today

Gold Is A Counter-Cyclical Anchor

Gold is forecasting a more virulent economic backdrop for Q4 - H1, 2025 as it starts to outperform cyclical markets. The gold mining industry is counter-cyclical and leverages gold's macro relationships during inflationary trends. Gold's status relative to inflationary monetary/fiscal policies is turning positive and anti-inflationary.

Weekly Report: what happened at IGLD last week (0506-0510)?

U.S. Presidential Election: The Key Implications For Commodities

MoneyTalk's Greg Bonnell speaks with Bart Melek, Global Head of Commodity Strategy at TD Securities. The US presidential election could have implications for commodities, including copper, silver and oil. A Republican administration in the White House could mean less environmental spending for electric vehicles and other commodities.

Gold Monthly: Gold Breaks New Highs

Mastering The Market During A 'Decade Of Disruption'

Home Investing Strategy Portfolio Strategy Mastering The Market During A 'Decade Of Disruption' The 2020s are shaping up to be a decade of immense change and disruption. A long-term perspective, diversification, and a focus on resilient sectors and income-generating assets are key to thriving in this disruptive decade. The COVID-19 pandemic, large stimulus spending, increasing debt levels, and geopolitical conflicts have created an environment of heightened uncertainty and inflation.

Industrial Metals Monthly: Has The Copper Rally Gone Too Far, Too Soon?

Why We Are At The Start Of A Multi-Year Gold Bull Market

Dollar gold price aggressively broke a multiyear resistance level on the back of escalating wars, worrying asset bubbles, and sticky inflation. From a technical perspective, the price of gold has broken out from a multi-year consolidation phase. Gold is undervalued and can easily double in price over the coming years. We are in a boom as gold as a share of global financial assets is low.

The Golden Dilemma: Will Gold's Overvalued Status Hold Against Inflation?

Gold is currently overvalued in relation to inflation, according to new research. The price of gold dropped by over 24% from 2013 to 2015, despite declining interest rates. The relationship of gold to inflation and interest rates is complex and influenced by various factors. Anthony Bradshaw says gold is expected to rise to a cyclical high in April 2024.

Weekly Report: what happened at IGLD last week (0429-0503)?

Gold Demand Trends Q1 2024

Q1 gold demand slipped 5% y/y to 1,102t, due to continued ETF outflows. Central banks and OTC drove price. Total gold demand increased 3% in Q1 – the strongest first quarter since 2016. The LBMA gold price averaged a record US$2,070/oz in the first quarter. Technology demand for gold recovered 10% in the electronics sector.

Is The Comex Showing An Impending Price Spike In Silver?

April is a major delivery month in gold and silver. The CME Comex data suggests there is a lot of interest in physical silver right now. The data is looking similar in silver this month. The Comex report last month showed strength in gold before a pullback in the price.

Weekly Report: what happened at IGLD last week (0422-0426)?

Navigating The Gold Market Storm: Geopolitical Strains, Fed Anxiety, And Economic Swings

Gold: Will It Keep Its Shine?

Gold prices are surging to record levels amid a complex global economic backdrop. With its low correlation to equities and ability to help mitigate recessionary and inflationary pressures, gold's attractiveness is underscored by robust demand from emerging market central banks. Recently, gold prices reached all-time highs despite a rally in risk assets and a stronger U.S. Dollar. Gold is shining as a potential diversifier within multi-asset portfolios.

Gold Market Update

Gold recently became extremely overbought in momentum terms against all major fiat currencies. The probability is high that the gold price has either just set a multi-month price top or will soon do so. The euro, the Yen, the Swiss franc, and the Canadian dollar recently became as stretched to the downside relative to gold as they have been in 15 years.

Mainstream Fund Managers Jumping On The Gold Bandwagon

Big money managers are starting to jump on the gold bandwagon as inflation worries grow. Over the last few weeks, gold held its ground despite a strong dollar and rising bond yields. 83 percent of big fund managers are now long precious metals. The Federal Reserve isn’t winning the inflation fight.

Gold And Bitcoin Rallies Vs. U.S. Dollar Strength