Why the PBOC’s Latest Move Should Not Be Ignored by Commodities Investors

posted in: Charts, Gold, Gold Stocks | 0

I came across two powerful China charts from J.P.Morgan this weekend:   During the last decade the correlation between Chinese monetary conditions/nominal GDP growth and commodities is almost uncanny; the CRB bottomed at the exact month that China monetary conditions bottomed … Continued

It’s All About The Benjamins

The only story that matters across global financial markets right now is the parabolic ascent of the US dollar:   The implications of what ‘excessive’ US dollar strength could lead to across global financial markets has created a recent environment … Continued

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