Search Results for: gold

7-10 Treasuries Total Return Index / Gold in U.S. Dollar Gold tends to beat U.S. Treasuries on inflationary fears. Image: Gavekal, Macrobond

Copper and Gold – Rolling 6-Month Performance Copper prices are rising on a strong demand outlook and gold’s underperformance is a rotation into risky assets. Image: MarketDesk Research

Gold and U.S. 10-Year Real Rates Generally, when U.S. 10-year real rates go up, gold tends to go down. Image: BofA Global Research

Cumulative Flows in Bitcoin Trust and Gold ETF Holdings Will gold be impacted for years because of bitcoin? Image: J.P. Morgan

CTAs’ Net Positions in Gold Futures vs. the Gold Futures Price CTAs have decreased their net long positions sharply in gold futures. Image: Nomura

Physical Gold Held by all Gold ETFs Globally Physical gold held by all gold ETFs globally saw limited outflows. Image: J.P. Morgan

Copper to Gold Ratio and U.S. 10-Year Treasury Yield (Leading Indicator) The copper to gold ratio tends to lead the U.S. 10-year Treasury yield. Image: Morgan Stanley Research

FMS Investors and Gold Valuation Is Gold an undervalued asset on the market right now? Image: BofA Global Fund Manager Survey

Goldilocks Consensus (Above-Trend Growth and Below-Trend Inflation) Goldilocks consensus has peaked in January, as only 41% of fund managers expect lower inflation and higher growth. Image: Bloomberg

Risk-Adjusted Returns – Bitcoin, S&P 500, Commodities and Gold Bitcoin’s risk-adjusted return has tended to beat equities, commodities and gold in recent years. Image: J.P. Morgan