The run higher in gold has been fuelled by the fall in real yields and the USD. These falls came after the last Fed meeting which saw the Fed move to a ‘meeting by meeting basis’ as the Fed recognised…
The reasons for gold’s upside since the last FOMC meeting has been the falling USD and Real yields which provides a good lift for gold. As longs as investors continue to hold the view that the Fed will not need…
The Federal Reserve are expected to hike rates by 75 bps tomorrow and STIR markets see a 75%+ chance of a 100 bps hike. The strength this year of the USD has been one of the key reasons for gold’s…
Silver and gold typically have a strong seasonal pattern around the summer months of July and August. This is in part due to jewellery stock purchases ahead of Christmas and buyers for the Indian wedding season. One of the other…
Copper prices have been falling over recent weeks over global recession worries. As central banks around the world pivot towards hiking interest rates quickly they risk doing so at the expense of slowing growth. WIth inflation being high many investors…
Gold has been touted as a stagflationary asset, but gold has been falling steadily since March highs. The increasingly aggressive Fed rate hiking expectations and risk off trading has kept the USD bid. Furthermore, the push higher in yields since…
Gold tends to gain in a high inflation environment and many portfolios contain gold as an inflation hedge. Some of the reasons for gold sideways price action in recent weeks has been the fact that inflationary pressures have kept rising…
One of the nicknames for Copper is, ‘Dr Copper’. This is because the health of the global economy is often signalled by how copper prices are doing. When the global economy is growing, copper tends to gain in prices. On…
Analysts see reasons for a very tight copper market over coming years. This is in part due to the way that copper is mined. The mining process is costly and demand for copper is set to only grow due to…
PDF Download (GERMAN) Article in German You may be wondering why the price of gold has not taken off as inflation rises sharply. After all, despite initial increases, interest rates are now well below the rate of inflation – and…
