Inflation Is Linked To A Commodity Supply Problem
Rising wages, falling productivity: inflation is not transitory and is becoming uncontrollable for the Fed, because it is linked to a problem in the supply of raw materials.
Read articleRising wages, falling productivity: inflation is not transitory and is becoming uncontrollable for the Fed, because it is linked to a problem in the supply of raw materials.
Read articleGold is as cheap today relative to US money supply as in 1971 when the price was $35 and in 2000 when gold was $290.
Read articleMonetary policies are often analyzed in terms of their impacts or correlations with macroeconomic indicators, such as GDP, unemployment or the balance of payments. They are more rarely analyzed according to the consequences they generate at the individual level.
Read articleChristine Lagarde's denial, its refusal to raise the key rate, and its apathy towards inflation, will prolong the weakening of the euro against the dollar, thus creating an additional cause of inflation (raw materials being paid in dollars, the fall of the euro mechanically increases their price)...
Read articleInflation figures will probably still be very high in Europe and the United States, especially because of record high fuel prices. But it is the Japanese inflation numbers that now need to be scrutinized.
Read articleLooking ahead, gold might attract further interest as a diversifier as central banks seek to reduce exposure to risk amid heightened uncertainty. Our expectation stands for central banks to remain net purchasers for 2022.
Read articleThis graphic charts 200 years of the gold-to-silver ratio, plotting the pivotal historical events that have shaped its peaks and valleys.
Read articleInvestors who buy physical gold at this price level are buying insurance against the risk of a monetary policy error by the Fed.
Read articleBank of Russia Governor Elvira Nabiullina dismissed the idea of pegging the ruble to gold after the Kremlin said it was a proposal under consideration.
Read articleThis important loss of purchasing power, imperfectly compensated by government subsidies, will lead us into a recession. The savers who put their trust in physical gold will preserve their savings, but this is only individual behavior; the governments that benefit from the money printing press wi...
Read articleClay Finck chats with Tavi Costa about why he believes that now is the time to have exposure to hard assets like gold, silver, & commodities, what the potential catalysts are for gold and silver, how investors can think about the value of gold, the one leading metric that’s most helpful to see wh...
Read articleThe market correction did not benefit US bonds and despite the fall in commodities and especially mining stocks, gold did not deviate and even held its support at $1900.
Read articleDuring a recent panel discussion hosted by CNBC, IMF Director Kristalina Georgieva conceded that central banks globally “printed too much money and didn’t think of unintended consequences.”
Read articleSilver demand will climb to a record level this year thanks to increasing use of solar panels as governments boost renewable energy to meet climate goals, setting the stage for years of supply deficits, an industry report said on Wednesday.
Read articleAs the USD and UST emerges as less of safe-haven and de-dollarization accelerates, gold will re-emerge as the more trusted asset and a greater allocation in future portfolios.
Read articleAt the start of this week, gold is correcting, but the pullback is very measured when you look at the pace of the rise in the U.S. ten-year. The fact that gold is not correcting under these conditions is evidence of the significant level of demand for the precious metal.
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