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Tag Archives: Gold
The Great Monetary Policy Swan Dive
Great chart from the OECD illustrating the dramatic actions taken by the world’s major central banks during the financial crisis. The massive collapse in short-term interest rates has reduced income of savers and the splash of the heavyweight central banks … Continue reading
Posted in Bonds, BRICs, Charts, China, Monetary Policy, Policy
Tagged Emerging Markets, Gold, Interest rates, Monetary Pollicy, Zero Interest Rate Policy
1 Comment
IMF Concludes 403.3 Tonne Gold Sale
The International Monetary Fund announced today they have concluded their sale of 403.3 metric tonnes of gold, which was approved by the Executive Board in September 2009. From the press release, These sales are a central element of the new income … Continue reading
Is Gold Just a Fear Trade?
We hear a lot of noise today about how fear is dissipating with the collapse of the VIX and that the gold trade is therefore over. This motivated us to look at how the GLD trades with big moves in … Continue reading
All About Gold With Charlie Rose, James Grant & Co.
Be sure to catch the must view Charlie Rose’s December 6 show on Gold with James Grant, editor of Grant’s Interest Rate Observer, John Hathaway of Tocqueville Asset Management, and Peter Munk, chairman and founder of Barrick Gold. Click here … Continue reading
Posted in Commodities, Gold, Video
Tagged Charlie Rose, Gold, James Grant, John Hathaway, Peter Munk
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Gold Spike Coming? Straw BRICs to Gold BRICs
There’s lots of chatter about China buying gold. It was a big factor in Friday’s $30 move. Jim Cramer was all over it, pounding the table the “secular trend” is not going away. The Wall Street Journal reported Friday, Data … Continue reading
Where is Gold Headed?
In 1996, we visited the Bulgarian central bank at a time when the country was experiencing economic turmoil and a loss of confidence that the government could rollover its maturing debt. After a long discussion on the domestic economy and … Continue reading
Posted in Black Swan Watch, Commodities, Currency, Euro, Fiscal Policy, Gold, PIIGS, Policy, Politics, Sovereign Debt, Sovereign Risk
Tagged ECB, Euro, Gold, Greece, Ireland, Italy, PIIGS, Spain
1 Comment
The Golden Technicals
We closed out our gold position after last week’s failed bounced and ugly action. The trade is crowded and nervous about China tightening and European debt worries. The levels we’re watching to reopen the position is $1395 on the upside … Continue reading
Quote of the Day
“Global imbalances lie at the heart of the current recession; failure to address them will abort recovery and lead to currency wars. Gold can play a minor part in the necessary rebalancing, as Mr Zoellick suggests – although history shows … Continue reading
Posted in Bonds, China, Commodities, Fiscal Policy, Monetary Policy, Politics, Sovereign Risk
Tagged Currency Wars, Gold, Robert Skidelsky
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G20 Risk: “China says G20 should monitor US Fed” – SMH
Though the ugly bond auction got the headline, there’ s no doubt part of this afternoon’s reversal in many key stocks and commodities was partially caused by concern the G20 may turn into a fiasco as members use the occasion … Continue reading
Posted in Commodities, Equities, Gold
Tagged Federal Reserve, G20, Gold, Monetary Policy, QE2
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Gold and the QE War?
This is going to an interesting week for gold. We expect some currency fireworks as the Bank of Japan draws a line in the sand for the Yen around the 80 level. Will the Japanese respond to QE2 with more … Continue reading
Posted in Currency, Gold, Monetary Policy, News, Policy
Tagged Bank of Japan, Gold, QE2, Yen
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Global Macro Monitor 