Housekeeping: Good morning/afternoon. As mentioned in Why Gold, Why Now? there is a ton of commentary on Gold this week; but none of it labeled as such. Thus we dig for the analytical “Gold” and present the better ones found here in multiple posts with comments and context as needed. Cheers
Intro:
In his weekly macro analysis, Jefferies Chris Wood again touches on Gold in a meaningful, if not synoptic way. Here is that full Gold commentary broken out for you with some geopolitical color included.
Contents:
Jefferies Full Gold Commentary
On the Election
On Biden’s Inflation
On Israel
On Ukraine