Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.
The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand.
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
If anything you have read here spurs a question or investment idea, please contact us anytime. We're happy to discuss any of these topics with you.
June 1, 2023
Global insight weekly
May 7, 2025
Trend & cycle roadmap
June 23, 2025
Fixed income interest rate market monitor
