Gold Fundamental Forecast – Bearish Gold prices gained just one percent, but it was the best week since mid-June Markets are increasingly pricing in a Fed pivot despite 9.1% y/y inflation All eyes are on […]
Thomas Barwick Resource equities were dragged down in June’s selloff, but continue to exhibit resilience relative to broad equities, bonds and other real assets over the last year. Recession severity may impact future performance. Resource […]
Igor Kutyaev Few pronouncements strike as much dread into the hearts and minds of investors as those ominous three words: “yield curve inversion.” When yields on bonds with longer maturities fall below those with shorter […]
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