Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?
Gold and BitCoin are monetary inflation hedges NOT high street inflation hedges. Rebounding Global Liquidity is fuelling a breakout of these...
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The Gold BRICS – A Coming Threat to US Dollar Hegemony?
The slated gold-backed BRICS currency unit may be announced this coming August. Could it pose a future threat to the US dollar? We argue that in...
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Weekly Market Monitor (16) - The Odds of a Recession Is Rising; Earnings Just Don’t Know It Yet
Welcome to the weekly Market Monitor, keeping you updated on the week’s most important charts and developments in financial markets.
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Positioning Watch – Markets are much more sceptical on the Euro zone than the US and UK
Hello and welcome back to our weekly positioning update. Markets are as tricky as always, as everyone is trying to grasp how Powell will address...
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Energy Cable: China is killing the commodity super cycle
Take aways: Low margins and high stock levels mean that China will export its excess metal capacityOther commodities like crude and its...
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