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…
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Macro Pulse: Pricing Past the Blockade (New York Life Investment Management)
Geopolitical risk has added complexity to the macro backdrop, but markets are increasingly looking through the…
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Weekly Markets Monitor - Bars Trump Bracelets (World Gold Council)
The Fed, ECB, Bank of England, and BoJ all held rates steady last week, even as conflicting Middle East war…
Three Cyclical Forces Shaping Markets (PIMCO)
Energy shocks, private credit stress, and AI disruption are changing expectations for rates and risk. Marc Seidner…
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The AI supercycle
The AI supercycle – investing across the capital stackThis Special Report, sponsored by Nuveen,…