2024
Across commodities and macro shows, guests frequently referenced 2024 as a pivot year: the Fed had been cutting rates since 2024 before recently hiking again, complicating the long-end’s rise in yields 1; some analysts had argued an inverted curve in 2023–2024 would guarantee recession, which did not arrive on schedule 1116. Fund manager Paul Cronin said central banks’ inflation concerns were evident particularly in 2024–2025, and he tied U.S. debt management moves seen through 2024 to a bullish long-run view on gold 34. In gold, Nicky Shiels framed a post‑2024 era premium backdrop and central-bank buying trend, while Jeff Christian cautioned that 2023–2024 curve signals were overinterpreted 611.
From the window to Oct 3, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
11 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- David Lin 4 mentions
- Steve H. Hanke 1 mention
- GoldRepublic Global 1 mention
- Jeffrey Currie ++ 1 mention
- Walter Bloomberg 1 mention
- Robin Brooks 1 mention
- Cameron Dawson 1 mention
- Mike McGlone 1 mention
See what your own voices say about 2024, every morning.
Start a desk