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The message from gold and industrial commodities
01 Sep 2020 - Konstantinos VenetisThe nature of the Covid-19 shock makes this macro cycle unique – but this is still a macro cycle. The pattern remains the same. A contraction in GDP is met with counter-cyclical policy measures that aim to get the.
#Monetary Policy #Reflation #Gold #Commodities
Green shoots?
04 Dec 2019 - Dario PerkinsInvestor sentiment has shifted in recent weeks. This was certainly the message from the latest BoAML survey – which showed portfolio managers, distinctly less negative about the global economy, suddenly piling into.
#China #Stimulus #Reflation
