Gold Demand Trends Q1 2025 (World Gold Council)
Investment in gold is set to continue to gather pace on near-term stagflation risks, medium-term recession risk,…
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V for Volatility: Part II? (KKR)
This is KKR's second rendition of V for Volatility, a symbolic nod to the Q1 2020 note KKR published under the…
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Tariffs, Politics, Inflation – What Matters and What Doesn’t (Fisher Investments)
For global equities, Q1 was a tale of two halves, capped by early April’s sharp selloff over President Donald…
Macro Insights Q2 2025: Tariffs, Sentiment, Politics & More (Fisher Investments)
Despite recent volatility and negative sentiment fueled by tariffs, Fisher Investments expect the global economic…
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