PBUG News and Press, Barclays Bank PLC ZC SP ETN PERPETUAL USD From 04/13/22

The dollar has been the world's reserve currency since 1944. That status is becoming more and more fragile. The results of loss of that status would be detrimental to all dollar holders, and positive only for dollar debtors with fixed-interest obligations. Gold has always been...

Jimmy Xu: Volatility has been more pronounced in fixed income than equities in 2022. Xu: Volatility is uneven across different asset classes. Xu: We have been creating diversification through the use of options, especially in the equity space. For further details see: Wh...

Gold’s Q1 performance was primarily driven by rapidly rising inflation, higher interest rates, and unexpected geopolitical risk. The post-COVID economic recovery and supply-side disruptions, which have been exacerbated by the Russia–Ukraine war, will likely keep inflatio...

On March 25, 2022, the Bank of Russia announced that it would set a fixed price for gold purchases made with rubles beginning March 28th through June 30th, 2022. London markets have refused to accept Russian bullion for some weeks now. Despite the clamor of incorrect headlines reg...

Gold’s rally over the past 12 months failed to break through its $2080 price level. After retreating back to $200, gold seems to have found support at the $1900 level. GLD now appears to have broken out of its accumulation phase and seems to be preparing to trade above the $194...

The Russia-Ukraine situation is still unclear. Russia is making various demands, such as demanding rubles for their oil and gas. A soft landing: Unlikely. With inflation and shortages, we could be seeing a runaway market in commodities. For further details see: Gold:...

The EU surely has more to lose from backfiring Russian sanctions than anyone else, given its rather large trade relationship with the Russian Federation and its dependence on Russian natural gas and oil. One puzzling development has been the amazing recovery of the Russian ruble, whic...

Current hawkish Fed signaling not enough to rout gold. Post Covid normalization, not very normal and good for the yellow metal. Gold an asset to reduce risk of being cancelled. For further details see: $2,000 Gold And Beyond?

We see specific themes in commodities that could benefit from the transition to a low carbon economy. On average, since 1997, commodities have historically outperformed the S&P 500 in the first 12 months after the beginning of a rate hiking cycle. Investors are increasingly us...

According to the BLS, the economy added 431k jobs in March. February was revised up to 750k from an original 678k. Unemployment rate fell to 3.6%. Through three months in 2022, the BLS is adjusting the raw number up quite substantially (-414k vs +1.7M). Although the unemployment r...