Demand for Safe Assets Lingers
  • October 22, 2024

Demand for Safe Assets Lingers

Dollar, gold and US yields are on the rise US presidential election risks start to affect market sentiment Focus today on central bank speakers at the IMF annual meeting BRICS summit could generate...

Time to Sell Bonds, Buy Gold?
  • October 22, 2024

Time to Sell Bonds, Buy Gold?

Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To Short Bonds?" We wrote: "Bond investors may be expecting too many interest-rate cuts...