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Enhancing the Copper: Gold Ratio to Predict Forward Treasury Returns
Posted at 6 Aug by Shalin

The copper to gold (copper:gold) ratio has been highlighted by Jeffrey Gundlach as a predictor of 10YR treasury yields. When the copper:gold ratio is low and/or falling, it signifies a lack of inflationary pressure, which is commonly associated with falling 10YR treasury yields. Conversely, when the copper:gold ratio is high and/or increasing it could indicate a rise in inflation, placing upward pressure on the tail end of the yield curve


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