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

Bubble Up: The Everything, Everywhere Bubble

Home Market Outlook Economy Analysis Bubble Up: The Everything, Everywhere Bubble. Investors face a challenging landscape with fiscal dominance pushing bond yields and inflation. Rising interest rates aim to curb inflation but can hurt stock valuations and bond prices. We are in the euphoria phase of an AI bubble.

Weekly Report: what happened at GLDI last week (0415-0419)?

Don't Fight The Central Banks, Consider Buying Gold

Gold has performed strongly in 2024 despite inflation and high interest rates, challenging historical norms. Central banks have been buying gold in droves. Investors are turning to "real" assets like gold as hedges against political uncertainty, war, and recessions. Investors should not fight the central banks, consider buying gold.

Signs Of Life In Global Resources

Why Is The Gold Rally Leaving Silver Behind?

What Iran's Attack Means For Commodities

Reflation Trade Is The New Bullish Narrative

Does The Rally In Gold Still Have Room To Run?

The Role Of Gold In Turbulent Times

Gold can function as both an inflation hedge and an appreciating asset during periods of low real interest rates. Inflation impacts various asset classes differently, but the critical factor for gold is real rates adjusted for inflation. Gold's price rise amid inflation is not solely due to its role as a safe haven.

Financial D-Day And The Rise Of The Gold Vigilantes

The U.S. Government is spending at levels typically only seen in a recession or financial panic. The national debt has ballooned to over $34 trillion. Annual interest payments on the debt are now topping $1 trillion. March 1st, 2024 could be a historic day for gold prices. Gold prices have soared from $2,000 per ounce to over £2,300 per ounce.

Weekly Report: what happened at GLDI last week (0408-0412)?

Gold's Battle Royale: Inflation Vs. Interest Rates

Consumer Price Index rose by 3.5% in March, exceeding expectations and raising concerns about the economy. Inflation pressures persist, casting doubt on the Federal Reserve's plans to lower interest rates in June. Some economists are now expecting rate cuts to start in July and September. Gold has historically been considered a safe haven in times of inflation.

Tighter Fundamentals And Geopolitics Are Pushing Commodities Higher

Home Market Outlook Commodities Tighter Fundamentals And Geopolitics Are Pushing Commodity Prices Higher. Oil market tightens as geopolitical risks grow. Europe exits winter with record natural gas storage. Copper is trading at its highest since the middle of 2022.

Gold Market Commentary: What's The Bull Case At An All-Time High?

Gold prices scaled new heights in March, finishing 8.1% higher at US$2,214/oz by the end of the month. Gold had a strong March, as futures investors and green shoots from US gold ETFs helped drive prices to new all-time highs. The fundamentals underpinning the current rally include growing geopolitical risk, steady central bank buying and resilient demand.

With Gold At New Highs, Miners Consider More Than Price

Gold closed at an all-time high in March; a disciplined, cautious approach to acquisitions may bode well for gold equities. Gold has the potential to trade above the $2,000 per ounce level in 2024. A rising gold price environment has historically been accompanied by strong performance by gold stocks.

Q1 2024 Update: Gold Rallies

Home Market Outlook Today's Market Q1 2024 Update: Gold Rallies. Global equity markets reached record levels in the first quarter of 2024, driven by perceived resilient economic data. But investors would be prudent to recognize that such data tells us little about real economic conditions. Gold experienced a substantial rally alongside 'risk-on' assets.

Here's One Reason This Gold Bull Run Likely Still Has Legs

Gold has surged to record highs of over $2,350 per ounce. Even with the price of gold climbing rapidly, there are still outflows of metal from gold-backed funds. The flow of gold into and out of exchange-traded funds has slowed to a trickle in recent weeks.

Gold Monthly: Gold's Hot Run Continues