As global wealth accumulates, there is a natural tendency for rebalancing: as equity markets rise around the world, people take profits and rebalance into bonds or gold, providing both buying interest in bonds and explaining gold demand despite temporary supply pressures.
causalpending
Speaker
Ed YardeniEvidence Quote
“the world has actually become wealthier and wealthier and as it becomes wealthier and wealthier uh there's naturally a tendency to rebalance every now and then. So if a lot of people are making a lot of money in the stock markets around the world they start to get nervous and say you know maybe I should take some of my profits and put it into bonds maybe even”
Created: 8/12/2026, 6:33:34 PM
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