Gold Demand Trends: Q4 and Full Year 2025 (World Gold Council)
Gold demand hit record levels in 2025. Total gold demand (including OTC) topped 5,000t during a year which saw 53…
SWFs and Central Banks
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Revisiting Central Bank Credibility (PGIM)
Emerging markets have faced a succession of inflationary pressures over the past three years, including trade wars…
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U.S. Dollar as Global Reserve Currency: USD Share Drops to 31-Year Low (Wolf Street)
Foreign central banks have not been dumping U.S.-dollar-denominated assets. But they’ve been loading up on assets…
Do Treasury and the Fed Need a Relationship Reset? (Yale)
On March 18, Prof. William English testified to a House task force considering a “new accord” between the Fed and…
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Gold has a key role as a strategic long-term investment and as a mainstay allocation in a well-…
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Institutional allocators retain focus on long-term goals
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