Annual Gold Chartbook Highlights

From Ronald-Peter Stoeferle and Mark J. Valek, Incrementum AG   This is our 11th annual “In Gold we Trust” report – this year disseminated to more than 1.5 million people. The first graphic extracted looks at Fed policy, 10 Year Treasury Yields and gold: Obviously, not all our readers had time to read the entire 160+ pages. We therefore decided to put […] Read more »

Some Dangerous Signals Appear in Financial Markets

By Stewart Richardson, Chief Investment Officer of RMG Wealth Management   We held our quarterly investment meeting last week (please let us know if you would like to receive a copy of the chart pack), and as you would expect, in both preparing for the meeting and in discussion during the meeting, we thrashed out […] Read more »

Fed Ploughing a Deep Furrow of Confusion

kako-9ZPkbwFTNuty81uO

By Marc Ostwald, Strategist at ADM Investor Services International Limited   If the FOMC’s objective was to convey confusion, it has succeeded, thereby ploughing a deep furrow of instability and destabilization, and shining a very bright light on the large debt and liquidity trap it and other G7 central banks have spent 7 years crafting. […] Read more »

The US Dollar – Novus Ordo Seclorum

dollar elephant 5

By Neil Azous Managing Member of Rareview Macro LLC   Most of us hand over dollar bills every day without ever really looking at them very closely. They are too familiar. But if you pause to look closely at the one dollar bill, you will see, right below the one-eyed pyramid, the Latin phrase “Novus […] Read more »

The Pace Of Tapering By The Fed Under New Leadership

Fed Res Icon Fading

By Colin Cieszynski, Senior Market Analyst, CMC Markets Following the decision to commence tapering at the last meeting, this article looks what the possible outcomes from the forthcoming FOMC meeting could mean for market participants this year.   The article addresses: The key questions following the Fed meeting in December Why QE may be trimmed […] Read more »

Unemployment Rates and Implications for US and UK Monetary Policy

By Alastair Thomas, Head of Rates and Treasury Management at ECM The central banks of the US, the FOMC or “Fed”, and the UK, the Bank of England (“BoE”) have tied their monetary policy to explicit unemployment levels as well as inflation. Since 1977 the Fed has had a dual mandate to target maximum employment […] Read more »