Search Results for: gold

Gold and Emerging Markets The gold rally suggests that emerging markets could make a comeback. Image: Morgan Stanley Wealth Management

Gold vs. U.S. 10-Year Treasury Is the U.S. dollar debasement a myth? What really matters for gold are real interest rates. Image: BofA Global Research

Twin Deficits vs. Gold-to-S&P 500 Ratio U.S. twin deficits suggest that gold could outperform the S&P 500. Image: Crescat Capital LLC

Commodities (Oil, Gold, Copper) – Commodity Net Long Positioning Net speculative copper positioning is bullish again. Image: Goldman Sachs Global Investment Research

Equity Prices – EM Relative to DM vs. Gold Prices Is the relative performance of emerging market equities vs. developed market equities at a major market turning point? Image: BCA Research

Physical Gold Held by all Gold ETFs Globally Physical gold held by all gold ETFs globally continues to reach new highs, as global gold demand remains strong. Image: J.P. Morgan

Gold Speculative Positions Speculators have reduced their net long positions in the gold futures markets. Image: J.P. Morgan

Gold and FRB Broad Trade-Weighted Dollar Index According to BofA, the U.S. dollar debasement is a myth, as it rises and falls with global risk appetite, and has proven its safe haven status. Image: BofA

Gold Price and Net % of Investors Saying Gold Overvalued Is gold overvalued at current levels? Net 31% of FMS investors think gold is overvalued. Image: BofA Global Investment Strategy

Performance – Gold and Bonds Beat Stocks Will gold and bonds continue to outperform equities? Image: Bloomberg