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Gold

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The Intrinsic Value Of Bitcoin And Gold, Finally Explained

The SEC has just approved bitcoin spot ETFs, but does bitcoin have any ‘intrinsic’ value? In this Special Report we explain why the answer is yes, how bitcoin compares with gold, and why the bitcoin price could ultimately head well north of $100,000.

Counterpoint by Dhaval Joshi
2023 Commodities In Review
The commodity complex performed exceptionally poorly last year. Industrial metals and crude oil were among the few major financial assets we track that posted negative z-scores in 2023. Indeed, the 12% drop in the Golman Sachs Commodity Index in 2023 follows…
Daily Insights
Gold/Silver Ratio And The Soft Landing Narrative
The gold/silver ratio (GSR) confirmed the improvement in global risk sentiment in November. It declined on the back of a 9.2% rally in silver, which outpaced the 1.9% rise in gold. Since then, the GSR has soared amid a more pronounced drop in the price of…
Daily Insights
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Strategy Outlook – 2024 Key Views: Here Comes The Kink

Global Investment Strategy predicted the surge of inflation in 2021/22 and the immaculate disinflation of 2023. Now their unique framework is predicting a recession in the second half of 2024.

Global Investment Strategy by Peter Berezin
Central Bank Buying Marginally Supports Gold
According to BCA Research’s Commodity & Energy Strategy service, as the world splits into East-West trading blocs, the continuing trend of trade fragmentation will challenge the need for a USD-centric monetary system, and will see CBs turn to gold as a…
Daily Insights
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All That Glitters, And Then Some

Falling core inflation in the US over the short run will boost real disposable household income, which will keep consumption – ~ 70% of US GDP – strong. Over the medium- to-longer term – 3 to 5 years out – inflation risks rise as fiscal dominance becomes the Fed’s modus operandi, and economic fragmentation becomes entrenched. War and the expansion of war remains an inflation risk. In this environment, gold remains our preferred hedge.

Commodity & Energy Strategy by Ashwin Shyam
Copper-To-Gold Ratio: Emerging Green Shoots?
Throughout most of the second half of this year, the copper-to-gold ratio has been relatively stable, gyrating within a tight range. However, it is starting to show some tentative signs of bottoming. After the copper-to-gold ratio initially fell in the first…
Daily Insights
The Market Is Complacent On War Risks
According to BCA Research's Geopolitical Strategy service, investors should reduce risk, increase allocation to safe havens, and brace for oil price volatility and supply disruptions stemming from the Middle East over the next zero-to-12 months.  …
Daily Insights
Geopolitical Risks Provide A Tailwind For Gold
The price of gold has rallied by 9.2% since October 5, reaching a 5-month high by Wednesday's close. Notably, this latest rally comes despite real bond yields having been trending higher for the past two weeks. Given that higher bond yields typically weigh…
Daily Insights
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Thoughts On Recent FX Moves

In this report, we explore some trading opportunities after a volatile few weeks for FX markets.

Foreign Exchange Strategy by Chester Ntonifor

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