Gold Prices in 2024 U.S. Dollars The real (inflation-adjusted) price of gold has reached a new all-time high, driven by several factors including U.S. tariff uncertainties, geopolitical tensions, and increased demand from global central banks. Image: Deutsche Bank
Gold/CPI Ratio The inflation-adjusted price of gold has reached a new high, breaking its previous record from January 1980. This reflects the ongoing devaluation of the U.S. dollar, global economic uncertainties, and strong demand from central banks. Image: Bloomberg
Long History of U.S. 10-Year Treasury Yields Despite expectations of rate cuts, U.S. interest rates could move in either direction, depending on inflation and Fed decisions. Image: Goldman Sachs Global Investment Research Click the Image to Enlarge
Fed Funds Futures Markets are still pricing in Fed rate cuts for 2025, but expectations have been scaled back due to persistent inflation concerns. Image: Deutsche Bank
ISABELNET Cartoon of the Day The S&P 500 index surged 1.83% yesterday after U.S. core inflation came in weaker than expected, prompting bears to check their pulse: are they still alive? Have a Great Day, Everyone! 😎
ISABELNET Cartoon of the Day It’s inflation day, and bulls are happier than a kid in a candy store—except this time, the candy costs twice as much! Happy “Hump” Day, Everyone! 🐫🐪😎
Average U.S. 10-Year Treasury Yield Performance in Fed Rate Cut Cycles Since 1966, the current Fed easing cycle has resulted in the second-worst performance of 10-year U.S. Treasury bonds. The only period with worse performance was in 1981, during Chairman Paul Volcker’s aggressive measures to combat inflation. Image: Deutsche Bank
Average Performance on Major Geopolitical Events Investors regard gold as both a hedge against inflation and a strategic asset during geopolitical uncertainty, having proven to be the most effective safeguard against major geopolitical events since 1973. Image: Alpine Macro
ISABELNET Cartoon of the Day Even holiday cheer can’t mask the disappointment of unwanted Christmas gifts! Just as bears prefer gold over stocks for its safety and inflation hedge, we all secretly wish for gifts that sparkle! Happy Friday, Everyone! 😎
Policy Rate Forecasts Goldman Sachs’ 2025 forecast indicates a trend of continued monetary easing among major economies as central banks respond to evolving economic conditions while striving to stabilize growth and meet inflation targets. Image: Goldman Sachs Global Investment Research
ISABELNET Cartoon of the Day While bears are asking Santa for gold due to its reputation as a safe haven in uncertain times and a hedge against inflation, bulls are requesting stocks, confident that the bull market is here to stay! Happy Holidays, Everyone! 😎