Despite recent significant declines, the long-term allocation logic for gold remains intact, according to Morgan Stanley. Their metals and mining strategy head, Amy Gower, identifies three factors likely to support gold prices in the coming months: robust physical demand, particularly from central banks and China, which is poised for record levels; persistent concerns over long-term public debt and fiscal sustainability; and the potential for falling oil prices to alleviate inflation expectations. While rising bond yields present a short-term headwind, potential policy interventions or shifts in inflation expectations could offer renewed support. Morgan Stanley remains optimistic about gold over the next 12 months, viewing $4000 as a strong floor.
In 2025, Pimco faced significant headwinds in the US bond market but managed to achieve exceptional performance and outperform competitors through a bold strategy.
This article examines the extent to which political influence will permeate the Federal Reserve's decisions by 2026, focusing on the challenges to its independence.
The US holiday shopping season presents a mixed picture: record online sales offset by concerns about consumers' ability to sustain spending due to rising costs and declining confidence.
This article provides an in-depth look at the challenges and opportunities facing the US economy in 2026, based on the analysis of economist Nouriel Roubini, considering factors like inflation, trade policies, and the impact of artificial intelligence.
The Federal Reserve's interest rate decisions are facing increasing divisions, potentially hindering effective communication and raising questions about its independence. This article analyzes the reasons behind this trend and its potential implications for markets and the economy.
Wells Fargo sees gold poised for another leg up driven by potential Fed rate cuts, uncertainty, a weaker dollar, and crypto retreat.
How can I improve myself as a trader, as financial markets evolve, better trading demands a blend of disciplined strategy, effective risk management, and a commitment to continuous learning.
If you’re considering stepping into the world of cryptocurrency CFDs, understanding how they work and choosing the right platform are crucial steps.
EQV stock price today, EQV Ventures has garnered attention for its innovative approach and growth potential.
How to start investing in dividend ETFs, investing in dividend ETFs can be a way to diversify your portfolio, here's how to get started, along with seven notable dividend ETFs to watch.
TSLQ ETF price forecast and how to track TSLQ ETF prices, the TSLQ ETF is designed to provide investors with exposure to Tesla stock, often through leveraged or inverse strategies.
This article details the escalating pressure on Federal Reserve Governor Jerome Powell to step down, following the release of an inspector general's report highlighting substantial cost overruns in the Fed's headquarters renovation project. While the report found no criminal or significant administrative misconduct, it pointed to deficiencies in contract management and oversight of complex projects. The White House has reiterated its calls for Powell's departure, arguing his continued presence on the board is contrary to precedent. This controversy is part of a long-standing, often adversarial, relationship between President Trump and Governor Powell, previously marked by disagreements over interest rate policy. Although current evidence does not support reopening a criminal investigation into Powell, the political pressure persists, while the Federal Reserve has committed to an independent audit to ensure transparency and address administrative shortcomings.
Amidst the escalating conflict in the Middle East, reports suggest Russia may be providing intelligence support to Iran, including satellite imagery and drone targeting tactics. This potential collaboration, fueled by Iran's crucial role in supplying drones for Russia's war in Ukraine, raises concerns. Western officials and analysts note similarities between Iranian and Russian military tactics, highlighting a deepening alliance that could destabilize the region.
Recent US Personal Consumption Expenditures (PCE) data reveal persistent inflationary pressures, particularly in core components, fueling concerns among Federal Reserve officials. Coupled with a slowdown in Q4 GDP growth and increasing headwinds for consumer spending, expectations are leaning towards a potential delay in interest rate cuts, with the impact of rising oil prices on future inflation levels being a key watchpoint.
