Gold Tag

Gold and the Yield Curve Are Confirming Each Other

30 May, by Knowledge Leaders Team in Uncategorized

A few months ago in a post titled, ”How Bullish is a Bull Flattener?” we took a look at how bull flattening of the yield curve (when the long end falls faster than the shorter end) has tended to impact various assets....

How Bullish is a Bull Flattener?

27 Mar, by Knowledge Leaders Team in Uncategorized

Over the last 4.5 months the spread between the 30 year treasury yields and 10 year treasury yields has fallen from 112bps to 85bps, a difference of 27bps, and that spread has been falling fast in recent weeks....

Stocks, Bonds and Gold all Stumble as Euro Soars

11 Dec, by Knowledge Leaders Team in Uncategorized

In an almost perfect ”taper on” sort of manner, stocks had their worst day since November 7th, the 10-year treasury bond sold off by 4bps, gold finished down $9.00, and the euro rose to the highest level since mid-October, and November 2011 before that....

Gold at an Important Crossroad

03 Dec, by Knowledge Leaders Team in Uncategorized

Gold has had a rough go over the last month, dropping about $100, and it now finds itself testing the low it made in June. There are many possible taper and non-taper explanations for this persistent weakness....

It’s a No Taper Day Today on Wall Street

22 Nov, by Knowledge Leaders Team in Uncategorized

Despite Fed minutes that left the door open to a December taper contingent on better economic stats, the markets are taking the relatively upbeat data over the last two days in stride....

Taper Trade Back In Play

01 Nov, by Knowledge Leaders Team in Uncategorized

The taper trade appears to be back on this week.  Some of the basic symptoms of this trade are: 1) higher interest rates, 2) higher US dollar, 3) lower gold and 4) weakening stocks.  Charts below showing the last 10 days of activity reveal this...

Treasuries Yields Slammed Lower as Safe Havens Catch Bid

22 Oct, by Knowledge Leaders Team in Uncategorized

10 year treasury yields finished 9bps lower on the day today hitting the lowest level since mid-July while gold, silver, copper and the euro all caught a decent bid.  The divergence between S&P 500 futures and the 10 year note is now at the most...

Gold Stocks Lead Gains

22 Oct, by Knowledge Leaders Team in Uncategorized

With the price of gold up another $23 today, after surging $40 last week, gold stocks are the leaders in the MSCI World index today. Adding fuel to the move is the plunge in the USD today, stepping down by half a point so far...

Gold Stocks Underperforming

15 Oct, by Knowledge Leaders Team in Uncategorized

Over the last month, gold companies have been among the weakest performeres in the MSCI World Index. On average they are down 9.4% over the last 30 days. They also top our ranking for the biggest drop in 30 day relative strength....