Lighthouse Macro

Lighthouse Macro

The Dollar vs. Gold & Real Yields

Historical Relationship, Anomalies, & Outlook

Bob Sheehan, CFA, CMT's avatar
Bob Sheehan, CFA, CMT
May 09, 2024
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Historically, rising Real Yields have corresponded with outperformance by the Dollar while Gold lags. However, in the past 18 months, we've observed a notable deviation from this norm. The Dollar's p…

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