Worth Its Weight? Assessing Gold’s Portfolio Utility (DE Shaw)
We find that gold's long-term relationship with global growth, coupled with its lack of correlation to the shorter…
Commodity Markets Outlook
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Oil and Gas (UBS AM)
Oil and gas companies have historically delivered modest returns despite a favorable environment – averaging just…
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Drivers Behind U.S. Cattle Herd Size Stagnation (UBS AM)
U.S. cattle herd size has steadily declined since 1973, reaching its lowest level on record in 2024 – over 30%…
Weekly Markets Monitor: The Gold Rush (World Gold Council)
Last week's releases highlighted a softening U.S. labor market, reinforcing expectations for rate cuts.
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