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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The Future of Sovereign Wealth Funds: Four Imperatives for the Next Decade (Bain & Company)
Fueled by strong returns and state capital injections, SWFs have expanded faster than any other institutional…
Should the European Central Bank Slow Down Quantitative Tightening? (Bruegel)
The ECB could slow down QT in response to currently tight financial conditions, but should communicate its…
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