EQD | Asia January Vol Roadmap: Outsized Moves, Outsized Volatility
Historically, gold performs well in January while Nifty tends to decline. Kospi and Nikkei have diverged in price but not implied vol. Most...
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EQD | Gold’s Rally Leaves Latecomers Behind: Why You Should Wait for the Next Move
Gold rallied higher this week but it is already overbought, further upside is limited, according to our models. It is too late to enter the trade...
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The Drill – Will Chinese stimulus be a home run for commodities?
Welcome back to our weekly editorial on everything commodity and energy-related!This week is all about China as the Politburo and PBoC have...
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Global Commodities: 2025 Outlook: bullish on gold for third year; supply-constrained base metals ...
The annual outlook for commodity prices in 2025 predicts a small increase, with bullish trends in base metals and agricultural commodities, but...
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Goldman Thinks Commodities Will Outperform in 2025 // Bonds Into Year-End?
Goldman Thinks Commodities Will Outperform in 2025 Gold will rally to a record next year on central-bank buying and US interest rate cuts,...
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