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Category: Charts & Data Highlights

A Pulsating PBOC

China liquidity expansion supports global risk assets

US Banking Boom?

US credit growth rises as deregulation boosts liquidity

Financial Fissures

US liquidity drop drives volatility as conditions may soon stabilise

Debased Debasement

Gold rises as dollar supply expands and debasement trend continues

Central Bank Gold Reserves

Central banks boost gold holdings as reserve share remains low with room to grow

Retail Frenzy

Gold ETF demand rises, with Chinese buying surging and nearing exhaustion

Golden Year

Gold outperforms stocks and bonds over 10 years, with long term strength persisting

Boring Bonds, No More

US bond yields stay contained, supporting equity rally into 2026