Ashraf Laidi

At a time when correlations break down to the point of no return, the Gold-JPY correlation remains generally intact. Far from perfect, but sufficiently positive to the extent that if you had bought...

Two years to the day (minus one day) of the market bottom and strange things happen: Tech stocks outperforming, while 10-year yields retested their 3-year highs, which did not stop gold from advancing...

This month's Fed meeting was supposed to be the highlight of the quarter until the repercussions of the Ukraine War sent commodity and energy prices to new record highs. The new record high of $10845...

Germany's exposure to the war in the Ukraine and the resulting plunge in the euro is triggering a familiar bifurcation in the US dollar index. 58% of the DXY is held in the euro, which overlooks 3 ½...

Germany's exposure to the war in the Ukraine and the resulting plunge in the euro is triggering a familiar bifurcation in the US dollar index. 58% of the DXY is held in the euro, which overlooks 3 ½...

As you debate whether to take funds from your underperforming altcoins and place them in gold miners or ETFs, you take a look at the latest Bitcoin chart and decide against it. So you freeze. What to...

We know gold likes inflation, even during rising interest rates—for as long as Fed tightening does not considerably erode the excess of inflation over interest rates. Said differently—as...

Another blowout US CPI report triggers another false reaction in metals. Five months ago, gold would plummet $50 on the mere mention of Fed tapering. Yesterday, gold rallies alongside silver despite a...

5 months ago, gold would plummet $50 on the mere mention of Fed tapering. Today, after another blowout US CPI, gold rallies alongside silver despite a 70% chance of a 50-bp rate hike next...

Most composite indices of food prices are pointing to multi-year highs, some even at new records. More specifically, the CRB's Food Index has just surpassed its previous high from March 2011. The...