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January 18, 2024
By Michael Ryval – MorningStar given the swift re-calibration of yields that we’ve […]
November 18, 2023
By The Wall STreet Journal Overseas private investors and central banks now own […]
October 28, 2023
2023.10.28 It must suck to be a bond investor these days. Bond markets […]
September 13, 2023
2023.09.13 It was exactly six months ago when the US regional banking crisis […]
July 16, 2023
By QUOTH THE RAVEN No better, more reliable forecaster of the US business […]
July 13, 2023
By SCHIFFGOLD One of the singularities of the present time is the American position […]
March 23, 2023
By macromon Interest payments on the national debt during the current fiscal year (October […]
February 21, 2023
By The Economist After a calm 2010s, in which interest rates hardly budged, inflation is putting […]
January 21, 2022
2022.01.21 Inflation is the rate at which prices within a basket of goods […]
January 11, 2022
2022.01.11 China and Japan are by far the largest buyers of US Treasuries. […]
August 20, 2021
2021.08.20 Gold prices are slipping as talk of a “taper tantrum” has investors […]
April 21, 2021
There’s an old saying on Wall Street: “Six percent interest will draw money from the moon.” And it’s true, but what is also true is, 1/ As long as real interest rates are below 2% gold is in a bull market and 2/ Real interest rates below 2% draw investors to gold.
Central banks know this, so do educated gold buyers.
With Treasury notes paying such low net yields, gold becomes an attractive investment.
Central banks know this, so do educated gold buyers.
With Treasury notes paying such low net yields, gold becomes an attractive investment.
April 14, 2021
Gold prices ticked higher on Tuesday after inflation data showed US consumer prices rose in March for the fourth straight month and inflation hit its highest level in 2.5 years.
The US Federal Reserve, whose dual mandate is to keep inflation in the “Goldilocks zone” of around 2% and to control unemployment, has been downplaying inflation, telling the public that even if prices rise, it will only be temporary.
The US Federal Reserve, whose dual mandate is to keep inflation in the “Goldilocks zone” of around 2% and to control unemployment, has been downplaying inflation, telling the public that even if prices rise, it will only be temporary.
March 10, 2021
The sell-off in bonds that has been tripping up gold prices may be over, with some investors anticipating the bond market will calm down, as appetite for US government debt revives following the sharp rise in yields.
“We think a big part of the bond-yield move has played out,” Wall Street Journal quoted a portfolio manager at PineBridge Investments. “At this level of yields, we do expect additional buyers to come in. That tends to stabilize the yield level.”
Gold bugs are closely watching what happens with Treasuries
“We think a big part of the bond-yield move has played out,” Wall Street Journal quoted a portfolio manager at PineBridge Investments. “At this level of yields, we do expect additional buyers to come in. That tends to stabilize the yield level.”
Gold bugs are closely watching what happens with Treasuries
March 5, 2021
Several factors influence gold prices (mainly the US dollar, gold ETF inflows/ outflows, inflation rate, bond yields, safe haven demand, physical gold demand, gold supply) but none is more reliable than real interest rates.
The demand for gold moves inversely to interest rates — the higher the rate of interest, the lower the demand for gold, the lower the rate of interest the higher the demand for gold.
The demand for gold moves inversely to interest rates — the higher the rate of interest, the lower the demand for gold, the lower the rate of interest the higher the demand for gold.
February 25, 2021
2021.02.25 Gold has been taking a beating in recent weeks, the sell-off prompted […]
February 26, 2020
2020.02.26 Whether it’s a Democrat or a Republican installed in the White House […]