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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The Oil Shock: From Higher Inflation to Lower Growth (Nuveen)
The Middle East conflict has created one of the most complex macro environments in recent memory. Oil prices have…
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Emerging Markets Are in Pole Position in the Resources Race (Robeco)
With key inputs for AI infrastructure and renewable energy primarily found within emerging economies in Latin…
Gold Demand Trends: India Focus Q1 2026 (World Gold Council)
India’s gold demand rose 10% y/y to 151t in Q1, while nearly doubling in value to a record INR 2,275bn (US$25bn).…
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