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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A Return to Monetarism? (Hudson Bay Capital Management)
Due to the instability of money demand, monetary policy implementation in the United States has held a smaller and…
The Dangers of an American Sovereign-Wealth Fund (Hoover Institution)
Senator Bernie Sanders has proposed creating an American AI public wealth fund financed by the gains generated by…
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