...official demand for gold has now risen to a new record of USD 45 bn in the second quarter.
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“Interest from institutional investors has increased since gold fell to around the $4,000 level...”
"...the more durable expression is lower dollar rather than structurally lower rates..."
July has been marked by a sharp rise in factor volatility and corresponding deleveraging... Simplify your portfolio and…
...for a market yet-again worrying about a hypothetical “loss of control” with US Treasury Yields...
how the August gold breakout caught mainstream analysts off guard
"What strikes me is how much we overshot to the upside (due to leverage)… and makes me think the same is possible for the…
