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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New U.S. Fed Chair, Same Futile Fears (Fisher Investments)
Following several months of uncertainty, on May 15, Kevin Warsh succeeded Jerome Powell as the Federal Reserve’s…
Dollar Liquidity, Gold Reserves, and U.S. Monetary Spillovers in a Fragmenting World (VoxEU)
Central banks are rethinking reserve portfolios as geopolitical fragmentation raises concerns about the…
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