Trading themes; will gold outperform equities? Oct 04, 2019 Top trading themes and is gold about to outperform equities? By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Is gold about to outperform equities? Gold has outperformed equities over the past year, reversing a 7-year trend Fed rates cuts could herald a USD bear market, a bullish factor for gold Could lower interest rates allow equities to sustain decade-long bull market? Equities perform well during times of stability, the opposite is true for gold Read article Seven themes to ponder as we head for 2020 US recession in corporate profits likely, but no economic downturn Gold prices depend more on future Fed rate cuts than global tensions Middle East’s sway over oil prices limited by surging US shale supply Are bond yields trending lower due to overestimation of US inflation? Read article SEE MORE ANNOUNCEMENTS
