Fed Rate Cut Path and Gold: 2026 Sensitivity Analysis
Quantifying gold's expected response to 50–150 bps of Fed easing under different inflation backdrops.
Quantifying gold's expected response to 50–150 bps of Fed easing under different inflation backdrops.
Secondary palladium supply from autocatalyst recycling increased, easing tightness in the fabrication market.
Historical case studies from Weimar Germany to modern episodes — how gold preserved wealth when currencies collapsed.
World Gold Council data confirms official sector net purchases exceeded 1,000 tonnes annually for the fourth consecutive year.
A practical allocation framework blending monetary metals with industrial PGMs for diversified precious metals exposure.
Relative return scenarios for gold and silver with ratio mean-reversion targets through year-end 2026.