Tag Archive: Investment Grade

A Problem Emerges: Central Banks Injected A Record $1 Trillion In 2017… It’s Not Enough

2017-05-11

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2017-05-11

Aggregate Balance Sheet Of Large Central Banks, 2000 - 2017
Two weeks ago Bank of America caused a stir when it calculated that central banks (mostly the ECB & BoJ) have bought $1 trillion of financial assets just in the first four months of 2017, which amounts to $3.6 trillion annualized, "the largest CB buying on record."

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Switzerland’s Gold Exports To China Surge To 158 Tons In December

2017-01-28

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2017-01-28

Silk Road Gold Demand, India Imports, Turkey Imports, Russian Reserves, China SGE Withdrawals
Switzerland's Gold Exports To China Surge To 158 Tonnes In December. Switzerland's gold bullion exports to China saw a huge jump in December, climbing to 158 tons versus a much lower 30.6 tons in November - a jump of 416%.

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Will The ECB Buy Stocks?

2016-10-05

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2016-10-05

Debate about the ECB’s stimulus options have continued to rage, with an equity purchase plan mentioned as a possibility. We think the ECB could legally buy ETFs that fit its requirements… but it would be controversial and we question the benefits. An ETF programme could total EUR 200bn, which would not be large compared to the overall QE programme.

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The World’s Dominant Gold Refineries

2016-08-19

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2016-08-19

There are many precious metals refineries throughout the world, some local to their domestic markets, and some international, even global in scale. Many but by no means all of these refineries are on the Good Delivery Lists of gold and/or silver.

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Visualizing “The 5000 Year Long Run” In 18 Stunning Charts

2016-06-09

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2016-06-09

In the long run, as someone once said, we are all dead, but in the meantime, as BofAML's Michael Hartnett provides a stunning tour de force of the last 5000 years illustrates long-run trends in the return, volatility, valuation & ownership of financi...

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