Gold Demand Trends: Q1 2026 (World Gold Council)
Gold demand saw a modest y/y increase in Q1 to 1,231t, while value surged to a record US$193bn. Bar and coin…
SWFs and Central Banks
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Warsh the Reformer: A New Era for the Fed (Principal Asset Management)
What Kevin Warsh’s Fed could mean for rates, balance sheet policy, regulation, and market volatility.
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Warsh's First Fed Meeting: A New Era for Fed Communication? (Robeco)
Kevin Warsh wasted little time putting his stamp on the Federal Reserve.
Sovereign Wealth Fund Independence: Evidence from U.S. State and Global Sovereign Funds (Cogent Economics & Finance)
Recent policy discussions surrounding the creation of a U.S. sovereign wealth fund (SWF) have placed institutional…
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