Gold has been one of the most impressive commodities of 2016, up 24% year-to-date. Incrementum published its annual "In Gold we Trust" report back in June. In it, the firm argued that if the Fed fails to raise interest rates at the trajectory it expects and investors lose confidence in the dollar, "this would go hand in hand with rising commodity prices and a return of inflation and would represent a 'perfect storm' for gold."
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