Chart of the Week – Gold (under)Allocations

Chart of the Week – Gold (under)Allocations

Under-Allocated: With gold making yet another attempt at breaking out through that all-important US$2000 level,...

Central Banks’ Gold-Buying Spree: Implications for Investors

Central banks accumulated gold at the fastest pace on record in the first two months...

The Banking Crisis Fuelled Gold ETF Inflows in March

Gold-backed ETFs and similar products account for a significant part of the gold market, with...

In Gold We Trust: Monthly Gold Compass April 2023: Ronald-Peter Stöferle – Mark J. Valek

“I view gold as the primary global currency. It is the only currency, along with...

US Companies Face Biggest Decline in Profits Since COVID Shutdowns: FT

Companies on the S&P 500 index are expected to report a 6.8 per cent decline...

De-dollarization Has Begun: Redux

“Given the increasing use of the dollar as a means of imposing sanctions, some foreign...

Is Central Bank Digital Currency Unconstitutional?

In the United States, though, “money” has a constitutional basis so firm that, despite its...

Congress On Track to Miss Budget Deadline for 20th Year in a Row

The statutory deadline for Congress to complete action on a concurrent budget resolution for Fiscal...

Banks Dump Mortgage-Backed Securities

The following chart, via The Daily Shot, highlights the record move by US banks to...

Fed Operating Losses Seen Growing With Higher Interest Rates

Higher interest rates could force the Federal Reserve to incur greater operating losses on its...

Fed’s Williams Says One More Hike Is ‘Reasonable Starting Place’

Federal Reserve Bank of New York President John Williams said policymakers still have more work...

Fed Official: ‘We Need to Be Cautious’ on Raising Rates After Bank Failures: WSJ

“At moments like this of financial stress, the right monetary approach calls for prudence and...

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