Summary. Quantitative Analysis of Gold Performance (+123% Since September 2023) and 2026-2027 Projections Post-Fed Decision A. Executive Summary. Gold spot…
The provided article is a financial news analysis of the September 19-20, 2023, FOMC meeting, confirmed by internal data and…
The structural relationship between gold and US real rates has broken since 2022. Previously, gold moved inversely to real rates;…
In a recent TradingView article, the question was raised whether gold could surpass $4,500 if U.S. employment data lowers expectations…
Thesis. Raw materials are regaining a core portfolio role (hedging a multipolar world and AI electrification), while European ESG shifts…
Gold was indeed a high-Sharpe asset during certain windows from 2025 to early 2026, and long-term bonds did under perform.…
Oil prices surged sharply after the US announced new strikes on southern Iran. Brent crude exceeded $92 per barrel, while…
The Financial Times reports a marked shift among wealthy investors toward direct ownership of physical gold and secure, individually allocated…
According to Société Générale, the time has come to view gold optimistically again, as they observe a gradual recovery after…
The dominant factor in September is not an endogenous crypto narrative but a regime of real rates and geopolitical energy…