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...
Goldmoney Insights
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...
Eliminating cash will also eliminate the checks and balances on banking policy and practice
Eliminating cash will also eliminate the checks and balances on banking policy and practice The rhetoric against cash (bank notes and coins...
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...
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...
This is not 2008 – at least not for gold
This is not 2008 – at least not for gold What a difference a month makes. As the market reassess growth and asset prices under renewed vo...
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...
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...
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...
Rebutting Matt O'Brien's and the Washington Post's Misguided Attack on Gold
Rebutting Matt Obriens and the Washington Post's Misguided Attack on Gold It is our mission to rebut any mainstream article that spreads mi...