This is the time when the two competing narratives over the Fed’s path of rates get to test each other. STIR markets have been pricing in two rate cuts this…
Last week saw gold taking another rally higher on further relief/confirmation that US inflation has peaked. The US CPI headline print was in line with the consensus of 6.5% and…
The first thing to realise about yearly looks ahead is that they can prove to be spectacularly wrong. So, when looking ahead always be aware that these outlooks can change…
The outlook for gold has been improving since the US10Y bond yield appeared to cap out around the 4.35% region at the end of October last year. The USD also…
One of the factors that has kept the Fed on its hawkish rate path has been the resilience of the US labour market. Yes, the cost of living has increased,…
You may have heard that gold tends to be strong around the end of the year. So, how to choose a great time of seasonal strength for gold? With Seasonax…
Gold has long been touted as an inflation hedge, but now really could be the time for gold to shine. If it does, then there are some very strong seasonals…
Crescat Capital has been bullish on gold for a long time. It is a conviction that has been costing the company in the recent climate with USD strength, rising yields,…
Sometimes the medium-term picture is uncertain for financial markets. Right now is one of those times. Has US inflation peaked? Too early to tell. Is the US housing sector showing…
This week sees the US retail sales release which is likely to cause some volatility on an out-of-consensus print. The miss in US inflation data last week resulted in immediate…