Thoughts from our recent Shortview, published on 4th October 2022, were featured in a Spear's article on the gold rush:
"Longview Economics, which issues research to macro hedge funds, sees ‘significant fuel coming for a gold price rally’ in its modelling.
Gold is technically oversold, a crowded short trade and ‘likely to be supported by weaker US rates/bond yields [and a weaker US dollar] in coming weeks/months,’ it recently told clients.
Furthermore, the London-based firm is predicting a US recession next year. ‘Typically, the gold price rallies into recessions. That has been the case in six out of all seven US recessions since the end of Bretton Woods."
Read the full article HERE