Tag Archives for " monetary tightening "

Gold slumps – forming a ‘Macron bottom’?

So what’s up with the Gold price, which has tumbled by approx -5% in less than 48 hours?  While 10 year US treasury yields are barely changed, a falling gold price on a rising US dollar suggests the Fed may be forced kicking and screaming back onto a monetary tightening tack and this also seems […]

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Good news now good news?

So is Good news now good for asset prices? For the last decade and particularly the last year however, its been more a case of multiple expansion driven by  central bank/Govt money printing rather than rising returns that have been responsible for this asset inflation, so why would another month of robust growth in US […]

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