Doug Moglia, a strategist at Rockefeller Global Investment Management, identifies gold as the anchor of a new commodity cycle, projecting its long-term bull market to persist despite recent volatility. Commodities are regaining traction for diversification as structural demand outpaces constrained supply. While broader commodity trends are shaped by electrification, AI, reshoring, energy security, and underinvestment,…
The drop in gold to $4,575 (the sharpest daily decline since 2020) does not invalidate the "Gold/Wheat = Twin Survival Assets" thesis. It represents a tactical decoupling induced by a sudden shift in monetary regime. Multi-engine analysis reveals the following sequence:
Monetary Shock: The Fed adopts an unexpectedly hawkish tone, pushing rate cuts to 2027.…
UBS analysts forecast a significant increase in gold prices, predicting a rise of 20% to reach $6,200 per ounce by the end of 2026, up from current levels. This projection persists despite gold's subdued performance following the conflict with Iran, where it failed to act as a strong safe-haven asset, contrasting with its 65% surge…
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