1 filters applied
Distilling high-signal intelligence into digestible insights.
NuggetsShowing 4 of 4
India Dispatch: The value of gold held by Indian households nearly doubled in under a year, rising from $2.8 trillion in March 2025 to $4.8 trillion by January 2026. It now stands at 175% of the combined value of household deposits and equity.
This might not have much of an impact on consumption, however. Households earning under INR 500,000 annually hold nearly 70% of all household gold stock, and those…
"I think the market is already somewhat defensively positioned. And I think positioning is more conservative, but the market is fragile." - John Storey [00:00:26]
"If you look at our gross market value in prime, and look at our short macro products, it's the highest level we've seen on the short side since September 2023." - John Storey…
1. TL;DR
2. Key Findings
Summary of Global Asset Rotations (1971–Present) by BofA Hartnett - MikeZaccardi