This tweet from @FxMacro pretty much sums up the current situation: Perhaps most notable about these four equally probable paths for monetary policy aside from... Continued
This Could be the Trade of the Year
As John Maynard Keynes famously stated "When the facts change, I change my mind. What do you do, Sir?". I am very close to changing my... Continued
3 Reasons for the Euro Strength and What’s Next
The EUR/USD currency pair is fast approaching a key technical crossroads : The ~1.15 level represents support/resistance from January/February and also roughly equates to... Continued
4 Charts: The Fed Isn’t Hiking Rates Any Time Soon
The ultra-strong US dollar (USD) is making its presence felt throughout the globe and is on the verge of wreaking havoc on a much larger scale.... Continued
Sea Change in Gold Forthcoming
We've written on this topic before and I am compelled to make this point again, even more emphatically. While persistent deflationary conditions that last for... Continued
Gold is on The Verge of a Big Move
Realized volatility in gold has dropped by 50% in the last month and is at the lowest levels since last October (just before gold fell... Continued
Energy & Gold Evening Links
Some scientifically curated links for your reading pleasure... Tim Duy's Fed Watch: Game On WSJ: India's Gold Buying to Pick Up After Budget Daily... Continued
Is Deflation Bullish for Gold?
It's official, the two largest economic zones have moved into deflation and the trend isn't indicating that things are going to change anytime soon: ... Continued
Largest Increase in Gold ETF Holdings Since Summer 2012
During January the GLD exchange traded fund experienced the largest monthly increase in its gold holdings since summer 2012: The August/September 2012 GLD inflows had a... Continued
A Striking Chart of Unemployment
This chart speaks volumes: A striking chart which seemingly shows the effectiveness of the FED's extraordinary stimulus measures which began in early 2009 as opposed... Continued