Disappointing US numbers last week and at the end of the previous week have raised talk of a Fed pivot sooner rather than later. When it comes to market sentiment, perception is everything so even if these suggestions are premature (which in our view they are), they will colour expectations regardless. As a result we […]
Gold — A short-lived recovery after the speculative clear-out — US potentially freezing Russia’s gold reserves
With the Fed March meeting now out of the way, geopolitics has been the primary focus of the markets over the past week – although the increased hawkishness from Chair Jay Powell and other members of the Federal Open Market Committee (FOMC) at the start of last week, only a couple of days after the […]