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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Are SWFs Official Mandate Informative? Evidence from Behavioral Clustering across Economic Regimes (Cogent Economics & Finance)
The authors assemble a novel multi-source dataset that matches monthly portfolio equity for 36 SWFs over 2000–2023…
How Should Central Banks Respond to Commodity Price Shocks? (Bank of England)
The authors show that the optimal monetary policy and exchange rate framework depend critically on the economy’s…
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