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This edition of Macro Trends examines gold’s role as a safe-haven asset, tracing how its relationship with inflation, purchasing power, currencies, bonds, and other assets has evolved over time. The analysis explores gold’s repricing since the end of the gold standard, its performance against traditional safe havens and Bitcoin, and the potential impact of adding gold to a traditional 60/40 portfolio—using historical data to test where its diversification and store-of-value characteristics have held up across different market regimes.
This edition of Macro Moves examines one of today's biggest investment questions: is U.S. exceptionalism fading? Through global equity performance, risk-adjusted returns, sector dynamics and historical market regimes, it explores how America's market leadership is changing, where international competition is strengthening, and what a more balanced global market could mean for investors.
