Gold Price Framework Vol. 2: The energy side of the equation
Building on our proprietary energy-proof-of-value gold price framework, we a) present an improved gold price model; b) provide an i...
Goldmoney Insights
Menē and how it could transform the gold market
Despite the appetite for investment gold in the aftermath of the global financial crisis, western gold jewelry demand remains in a multi-dec...
OPEC at the Crossroads
OPEC is currently in a difficult situation. How should it react to the oil glut that followed the emergence of shale oil technology? In our...
Low Volatility Extended to Gold Market
The demise of volatility has extended to the gold market Both realized and implied volatility in most asset classes are close to all-time l...
Why the Japanese yen mirrors gold's performance
Since the end of 2015, the chart of gold prices in USD looks like a mirror image to the USD/JPY exchange rate. The often-proposed explanatio...
Commodities and inflation under a border-tax regime
2017 could see a radical change to corporate taxation – and the impact on commodities and retailers could be huge The House GOP proposal...
Indian gold jewelry demand reacts to prices, not vice versa
Indian gold jewelry demand reacts to prices, not vice versa Introduction For the past weeks the media and gold analysts have pointed to an...
Macroeconomic realities trump Trump fear
Macroeconomic realities trump Trump fear Introduction The outcome of the 2016 US presidential election has sent shockwaves through global...
FED talk
FED talk Introduction Today’s sell off in gold has led to concerns that the >20% year-to-date rally in gold prices could begin to...
The IMF’s Special Drawing Rights, the RMB and gold
The IMF's Special Drawing Rights, the RMB and gold Introduction At the latest G20 meeting, China’s central bank vowed to promote the u...