Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

19 Oct 2023

Gold (in yellow) vs. VIX (in green). Is gold the new 'fear index'?

It has systemically decoupled from real rates for sure. Source: Bloomberg

16 Oct 2023

Will bitcoin follow gold?

Since Israel tragic event, Gold has surged >5pct, while bitcoin has dropped alongside the spike of the VIX. In the short-run, Bitcoin is highly sensitive to liquidity. Source: Lawrence McDonald, Bloomberg

9 Oct 2023

Central banks have continued to load up on the yellow metal

They added 77 tonnes to their gold reserves in August. Net buying is closing in on recent "highs". Gold is trading without much trend, but we are at very big levels. Source: Variant perception, TME

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks