In Gold We Trust report 2024

The In Gold We Trust report 2024 covers the following topics, among others:
► Status quo of gold: price development in the last 12 months, most important
influencing factors and trends on the gold market, including:
▪ Status quo of the inflation trend.
▪ Status quo of debt dynamics.
► “The New Gold Playbook”
▪ Old correlations – and thus certainties – such as the negative correlation between
the gold price and US real yields are history.
▪ The age of the Great Moderation, i.e. falling inflation rates, is finally over. Inflation
is proving to be stubborn, especially in the US.
▪ The price of gold is increasingly determined by Asian emerging markets, with
more than 70% of physical demand now coming from emerging markets.
▪ Central bank demand is increasingly dominating the demand for gold.
▪ The old 60/40 portfolio has had its day: We present the new 60/40 portfolio.
► Silver has shed its weakness and has reached an 11-year high.
► Mining stocks – fundamental and technical analyses.
► Updated gold price forecast.
The In Gold We Trust report 2024 also includes a debate with star analysts Brent
Johnson and Louis-Vincent Gave, titled From Wedlock to Deadlock: The East-West
Divorce. They discuss the international monetary system and the reserve currency
status of the US dollar.