Silver on the verge of a break out
Silver prices are trading almost 25% below the values predicted by our price model. This is the largest downside deviation we have seen in o...
Goldmoney Insights
The Path for Oil
Global oil prices (Brent) continue to trade in a narrow USD45-55/bbl price range, reversing from a brief breakout to the upside last week. H...
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...
Gold is breaking free from Fed rate expectations
The correlation between gold prices and US nominal interest rates recently dropped to near record lows, which prompted some financial analys...
Silver price framework: Both money and a commodity
Silver price framework: Both money and a commodity In this paper, we introduce a framework for understanding the formation of silver prices...
The Gold Sell-off : How far might it go?
The Gold Sell-off : How far might it go? Introduction The market is currently pricing in a goldilocks scenario of stronger economic growth...
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...
What the leave vote means for gold going forward
What the leave vote means for gold going forward Introduction In the Referendum of the United Kingdom's membership of the European Union,...
Something’s got to give in the oil market
Something’s got to give in the oil market Introduction Crude oil time-spreads have completely dislocated from inventories. Historicall...
Inflection Points
Inflection Points Introduction Gold prices are up between 13% and 23% year-to-date in the major currencies. However, this upward trend s...