When Euphoria Ends, Gold Bulls Enter the Scene
Market participants are very optimistic about an economic recovery, but these positive expectations may be exaggerated. The end of this … Read more
Market participants are very optimistic about an economic recovery, but these positive expectations may be exaggerated. The end of this … Read more
Inflation surged 4.2% in April, but gold declined in response. What is happening? Q1 2021 hedge fund letters, conferences and … Read more
Gold jumped above $1,800, and it’s the disappointing jobs data that added fuel to the fire. Q1 2021 hedge fund … Read more
Inflation is not coming. It is already here! Gold should benefit, given that it could be higher and more lasting … Read more
There’s no inflation … None at all. Only, completely by accident, lumber prices are skyrocketing. Gold is likely to remain … Read more
The recent FOMC minutes are hawkish and negative for the price of gold, but the Fed will remain generally dovish … Read more
Under the Biden administration the economy could overheat, thereby increasing inflation and the price of gold. Q4 2020 hedge fund … Read more
Joe Biden’s election as president and his first economic proposal proved negative for gold prices, but the presidency might yet … Read more
The decline in the real interest rates is the most important downside risk for gold. Will it materialize, plunging the … Read more
The World Gold Council recently published two interesting reports. Gold demand plunged in 2020, but 2021 should be positive for … Read more
The first FOMC meeting in 2021 has concluded without any changes in monetary policy, while Powell sent a few dovish … Read more
A new sheriff is in in town, and he’s making some rearrangements. Will the new order of things support the … Read more
Inflation will be one of the greatest upside risks for gold in 2021. Will it materialize and make gold shine? … Read more
The price of gold increased on Inauguration Day, arousing investors’ hopes for a new bullish phase. Q4 2020 hedge fund … Read more
The price of gold has dropped further amid incoming U.S. President Joe Biden’s fiscal stimulus and poor economic data, which … Read more