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Investors need to hedge stock and bond portfolios with commodities like gold – Goldman Sachs Research
To protect stock and bond portfolios against unexpected financial market tail risks, investors should consider diversifying through commodities like gold, according to Goldman Sachs Research led by analyst Lina Thomas. “Equity-bond portfolios aren’t well protected against stagnant economic growth and elevated inflation in two situations in particular: when global policy uncertainty is elevated (e.g., markets debating the central bank’s ability to contain inflation) and when the economy is hit by a supply shock (such as a sudden interruption in energy supplies),” the report noted. “For example, gold prices ... (full story)
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From cnbc.com | Sep 26, 2025
Gold keeps trading up to new record high prices. Bitcoin , while struggling to break out above recent record levels above $100,000, continues to find more mainstream adoption. But both the classic market safe-haven and its more risky new crypto rival are doing something other than just move up and to the right on the chart for investors: within some ...
President Donald Trump posted on Saturday a cartoon image depicting him firing Federal Reserve Chairman Jerome Powell. The post on Truth Social was an image of himself pointing his finger and shouting "YOU'RE FIRED!" to Powell, who was holding a box with his belongings. Behind them is a depiction of the seal of the Federal Reserve. The image appears to be "AI-generated or digitally illustrated," according to visual analysis by ChatGPT. Trump has repeatedly criticized Powell for his cautious approach to cutting interest rates, nicknaming him "Too Late Powell." The latest threat came even as the central bank lowered rates earlier this month for the first time this year. Powell's term as chair ends in May 2026. The White House didn't immediately respond to CNBC's request for comment. Firing the top central banker would be unprecedented as no U.S. president ever has attempted to do so, though others have criticized prior Fed chairs. A recent Supreme Court decision indicated that the president does not have the authority to remove Fed officials at will. Powell has said repeatedly that his firing is "not permitted under the law." The Trump White House has blasted Powell over renovations to the Fed's Washington headquarters, raising suspicion that Trump could try to remove the Fed leader for cause. Although lately Trump has eased his criticisms of the Fed building, while continuing to be vocal about Powell hurting the economy by keeping rates too high in his view. Donald J. Trump Truth Social Post 02:46 PM EST 09/27/25 pic.twitter.com/9cdO9rkCVh
From fxpro.news | Sep 26, 2025
Gold is trading near record highs, while price pullbacks are attracting new buyers. Two key drivers behind the gold rally are a change in the Fed’s outlook and geopolitics. Jerome Powell emphasises that, given the bilateral risks, the central bank cannot take a risk-free path. Choosing between supporting full employment and inflation control, the Fed now ...
