Helping our clients achieve superior risk-adjusted portfolio performance
is Merk's mission
Through a robust investment process, we aim to deliver truly uncorrelated returns that seek optimal profit potential within tailored investment objectives.
Investment Strategies
The strategies Merk offers include gold and gold mining.
Insights & Reports
Gold Miners: In Search of the True Juniors
CIO Axel Merk with Portfolio Managers Daniel Lucas and Darshan Bhavsar
Register
Wednesday, Nov 18, 2026
Tweets
5y5y inflation expectations - a shorthand for 'anchored inflation expectations'
Differently said: after Waller's speech, the market is pricing in an extra 50bps in hikes warning of a loss of confidence otherwise.
A loss of confidence scenario may be in the blogosphere, but it's
Fed just dropped the October 2027 meeting from the FOMC calendar
On Monday, the Fed will host a conference focused on the productivity task force.
Pay attention to Kevin Warsh's speech. It's an opportunity to provide strategic guidance, clarify his vision on productivity, possibly beyond.
Fedspeak most hawkish since 2022.
Source: Bloomberg
It's easier to start your own business than ever before.
wsj.com/lifestyle/care…
Unpopular opinion: radical economic overhaul *is* compassion for the poor.
wsj.com/world/americas…
US jobs market showing momentum.
In the meantime, Europe is trying its best to strangle its economy. In France, a concession under consideration is to raise the minimum wage. In Spain, the government instructs to hold back 12% of olive oil production.
tradingview.com/news/reuters.c…
Become a Part of the Merk Community
Subscribe to our regular reports and research, as well as all updates relating to MERK
We adhere to a strict Privacy Policy governing the handling of your information. Opt-out any time.
thoroughly researched perspectives on the trends shaping global markets.
topics may span disruptive tech, income strategies & emerging economies.
27.6k subscribers
