Data-Driven Commodity Research, The Commodity Report

The Commodity Report

A unique newsletter about commodities and macro analysis in a weekly format.

Data-Driven Commodity Research

Commodities

<ul><li>The Investmentcase for Gold Some time has passed since I wrote the last time about gold.</li><li>Currently, a situation is developing that could become interesting for investors in the shiny metal.</li><li>While till this day many market experts have the opinion that the gold price is highly correlated to the US-Dollar as well as the relative trajectory of where yields are headed, I think that gold is primarily driven by liquidity conditions.</li></ul>

The Investmentcase for Gold Some time has passed since I wrote the last time about gold.Currently, a situation is developing that could become interesting for investors in the shiny metal.While till this day many market experts have the opinion that the gold price is highly correlated to the US-Dollar as well as the relative trajectory of where yields are headed, I think that gold is primarily driven by liquidity conditions.