Money Flooded, Markets Shifted

The Hidden Risks Behind Economic Growth and Asset Bubbles

Author

Alok Jain
June 11, 2025


11 June 2025 · Wednesday

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Good evening, WeekendInvestor

Today’s Daily Byte

Nifty remained largely range-bound, showing little movement throughout the session. Bank Nifty edged slightly lower, while the broader market also stayed flat, with no significant activity across sectors. The market continues to wait for fresh cues, which are yet to appear on the horizon.

Reading Time : 5 Minutes

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How Increasing Money Supply Is Affecting Growth and Assets

In recent decades, the global economy has witnessed an unprecedented surge in money supply—especially after the 2008 financial crisis. While this wave of liquidity has fueled asset prices and propped up markets, real economic growth has struggled to keep pace.

Reading Time : 4 Minutes

Gold vs Yields: A Broken Correlation in a Changing World

For years, gold and bond yields danced in near-perfect opposition—when one rose, the other fell. But since 2022, that relationship has fractured. Despite rising yields, gold prices have held steady or even climbed, defying decades of market logic. This surprising shift signals a deeper change in how global markets interpret risk, value, and safety in a world shaped by geopolitics and central bank behaviour.

Reading Time : 3 Minutes

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Gold correlation with other assets



 

 Easy Gold and Equity Ratio


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