Analytics

This includes ad-hoc market analytics & insights.

  • Midweek Analytics: When Gold Leads and Bonds Lag

    Midweek Analytics: When Gold Leads and Bonds Lag

    A Simple Intermarket Check This week’s Midweek Analytics highlights a clear divergence across major asset classes. When markets are healthy and confidence is strong, leadership typically rotates between equities and bonds while the U.S. dollar provides stability. What stands out in the current environment is that gold has emerged as the dominant leader, while long-duration

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