Gold Demand Trends Q3 2009

Linking global money supply to gold and to future inflation

Our analysis suggests, firstly that gold is a leading indicator of velocity and therefore inflation; secondly that despite of a large output gap around the world and anaemic economic recovery, investors are justified in their concern that quantitative easing policies, resulting in rapid money supply growth, will eventually lead to an increase in the velocity of money and inflation.

Gold Demand Trends Q4 and Full Year 2009

China Gold Report: Gold in the Year of the Tiger

This report explores the outlook for gold demand and supply in China. The Chinese economic growth story is common knowledge; however what is new here, is the clarification of the impact of China’s GDP growth trajectory on the outlook for the Chinese gold market.