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Forced sovereign liquidations could ignite gold’s next long-term bull run, says SPI's Innes
business17 hours ago

Forced sovereign liquidations could ignite gold’s next long-term bull run, says SPI's Innes

SPI Asset Management’s Stephen Innes argues the gold selloff was a liquidity crisis driven by forced sovereign sales amid the oil shock, not a collapse in demand. As inflation cools and growth slows, central banks may ease policy, potentially setting up a new long-term gold bull run with gold serving as monetary insurance in a fractured, underinvested global economy—an outlook reinforced by China’s reserve diversification strategy.

via KITCO|
#business#central-banks#commodities
Markets ride the Bliss trade on borrowed state backstops
economy18 days ago

Markets ride the Bliss trade on borrowed state backstops

Harvard economist Gita Gopinath argues that stock markets are buoyed by a 'Bliss trade'—the belief that governments will sustain large, lasting support via debt and central-bank backstops—despite energy shocks and rising public debt. The disconnect between rich markets and riskier bonds suggests fragility, and she calls for crisis response that is targeted, fiscally sustainable, and coordinated to avoid a long-term drag on growth.

via Financial Times|
#bliss-trade#central-banks#economy
markets28 days ago

Trump weighs Iran proposal as earnings parade shapes markets

Investors wrestle with headlines as Trump reportedly dislikes Iran’s latest proposal to end the conflict and reopen Hormuz, a move that’s kept oil prices firm and central banks on alert while a busy earnings week unfolds with Verizon, Domino’s, Visa and others due to report; OpenAI reportedly missed internal revenue targets fueling questions about its spending ahead of an IPO, BP posted higher first-quarter profit on energy price gains, and the Bank of Japan left rates unchanged but signaled possible future hikes, underscoring a market environment shaped by geopolitics and corporate results.

via Investing.com|
#central-banks#earnings#iran
Europe stocks edge higher as earnings roll in and Iran talks loom
business28 days ago

Europe stocks edge higher as earnings roll in and Iran talks loom

European shares edged higher on Tuesday as investors awaited the U.S. response to Iran peace proposals and digested quarterly results from firms like Novartis, BP and Barclays; Brent crude climbed toward $111 a barrel helping energy names, while Bayer faced U.S. Supreme Court scrutiny over Roundup. Market attention also turned to upcoming policy decisions from the Fed, ECB and BoE amid inflation and growth concerns.

via CNBC|
#business#central-banks#earnings
Gulf States Seek Dollar Swap Lines to Shore Up Funding
economy1 month ago

Gulf States Seek Dollar Swap Lines to Shore Up Funding

Gulf countries, led by the UAE, have asked the U.S. for access to dollar-swap lines to bolster funding liquidity in case regional tensions disrupt dollar markets. The move signals both a financial hedge and a political message about costs of the conflict, with analysts noting risks to taxpayers and the potential to reinforce dollar dominance if swaps are extended to more countries.

via Axios|
#central-banks#dollar-swap-lines#economy
Japan signals readiness to rescue the yen as intervention risk rises
business1 month ago

Japan signals readiness to rescue the yen as intervention risk rises

The yen firmed modestly after a senior Japanese finance official warned decisive government action may be required, a message traders interpreted as a prelude to intervention. The currency traded around ¥159.8 per dollar after briefly approaching ¥160, with BoJ Governor Ueda saying currency moves are being monitored for their impact on forecasts. The episode comes amid ongoing speculation about potential government action, including talks of intervention in crude-oil markets to shield households from higher energy costs.

via Financial Times|
#bank-of-japan#business#central-banks
Gold Bears, Bullish Bet: Long-Term Outlook Sees $10,000 by Decade's End
business2 months ago

Gold Bears, Bullish Bet: Long-Term Outlook Sees $10,000 by Decade's End

Gold slipped about 21% from its January peak and moved into bear market territory as the dollar strengthened and investors took profits, but veterans see the drop as a short-term swing within a longer bullish trend supported by ongoing geopolitical risk and central-bank demand. Strategists cited targets around $6,000 by year-end and $10,000 by the end of the decade, with a weaker dollar potentially helping a rebound and technical support near $4,100.

via CNBC|
#bear-market#business#central-banks
Prolonged energy shock rattles global markets amid LNG disruption
markets2 months ago

Prolonged energy shock rattles global markets amid LNG disruption

Stocks and government bonds slid across Europe and the US as investors priced in a protracted energy shock after Iran attacked Qatar’s Ras Laffan LNG complex, sending energy costs higher and boosting inflation expectations while central banks signalled potential policy action; oil and gas prices surged, gold fell, and equities retraced gains as traders reassessed risk.

via Financial Times|
#central-banks#energy-crisis#gas-prices
European central banks hold rates as Iran conflict fuels inflation risk
business2 months ago

European central banks hold rates as Iran conflict fuels inflation risk

Major European central banks—the ECB, BoE, SNB and Riksbank—kept policy rates on hold as the Iran conflict raises energy prices and inflates inflation uncertainty. The ECB nudged its medium-term inflation outlook higher, while BoE officials warned of near-term price pressures, SNB signaled readiness to intervene in FX to defend price stability, and Riksbank remained vigilant for possible policy shifts depending on oil-price developments.

via CNBC|
#business#central-banks#ecb