Plummeting Consumer Sentiment Supports Gold
Gold bull markets are correlated with secular drops in consumer sentiment. Today’s sentiment numbers will help support gold’s next move.
Gold bull markets are correlated with secular drops in consumer sentiment. Today’s sentiment numbers will help support gold’s next move.
The past few years have been a violent whipsaw of recession and inflation. If the Fed has to pick between the two, which will they choose?
In a period that crushes financial assets and currencies, investors need to own the king of all commodities: gold.
The stock market is a casualty in the Fed’s fight against inflation. Will the entire economy follow? If so, will the Fed make a dovish pivot?
As global food and commodity prices surge, nations are turning inward to protect their own food security. For emerging economies, inflation has a particularly nasty bite.
When public debt starts hitting the tens of trillions, governments only have one option: inflate it away. Sorry citizens!
Individual investors are relentlessly “buying the dip,” yet stocks continue to tumble. Maybe it’s time to abandon the risky bets and get into something real?
WWIII looms, equities are getting clobbered, and investors are stacking up on cash. Cash redeployment will be a powerful force.
The U.S. financial markets rest on how much investors trust the almighty Fed. Can they engineer a soft landing after so many egregious miscalculations and deteriorating credibility?
The changing world order comes with a new battle between financial assets, and commodities are winning.
The yield curve just inverted, a signal that has accurately predicted 10 out of the last 10 recessions. As investors exit the bond market, where will they go?
The United States just made a monumental decision that discourages central banks from holding U.S. dollar reserves. Where do those trillions go?
Western sanctions are crushing the Russian economy, yet Putin has little option but to double down, sending shockwaves throughout the global economy.
Geopolitical, financial, and economic uncertainties are compounding in a precarious display of ups and downs across nearly every asset class.
Russia changed the course of history this week with its invasion of Ukraine, crushing risk assets, spiking energy prices, and triggering a massive move into gold.
Macroeconomic and geopolitical risks are stimulating interest in gold, but the mass money transfer is only just beginning.