LAWRIE WILLIAMS: Chinese gold demand still trending downwards

07 Dec 2019 - November gold withdrawals from China's SGE are still trending downwards confirming something of a fall-off in China's gold demand. However the loss in tonnage here is compensated by a pick-up in ETF inflows and central bank support for gold,

Lawrence Williams

LAWRIE WILLIAMS: Gold:Silver ratio elevated again

05 Dec 2019 - After a foray to well below the 80 level, recent gold price weakness has seen the Gold:Silver Ratio rise back up again to the high 80s. Is this level likely to persist or does it provide a new buying opportunity for silver?

Lawrence Williams

LAWRIE WILLIAMS: Gold and silver pop on China trade talk downplay

04 Dec 2019 - A tweet by President Trump suggesting that there was unlikely to be any solution to the trade talks with China until after the 2020 Presidential election knocked U.S. equities back but was very positive for gold and silver.

Lawrence Williams

LAWRIE WILLIAMS: What happens to gold if COMEX collapses?

02 Dec 2019 - Dr Fraser Murrell, an Australian Ph.D. mathematician and precious metals analyst, looks at what might happen to gold if the COMEX, which he views as effectively comprising an overt price control mechanism should collapse into cash settlement.

Lawrence Williams

LAWRIE WILLIAMS: Aussie Q3 gold output falls. Is it still No.2? Russia?

01 Dec 2019 - Australia, the world's second largest gold producer after China, saw quarter on quarter gold output fall by around four tonnes in the September quarter

Lawrence Williams

LAWRIE WILLIAMS: A poor week for Gold. Correction or downgrade?

26 Nov 2019 - Gold has seen a further dip below the $1,460 level. Is this just a correction, typical of November performance, or perhaps signifying a more permanent price downturn? We think the former - and so does Goldman Sachs.

Lawrence Williams

LAWRIE WILLIAMS: Does China hold more gold than the USA?

23 Nov 2019 - It has long been considered by many analysts that the Chinese state in reality holds rather more gold than it reports to th.e IMF - but how much more? Does it in fact hold even more gold that the U.S.'s reported holding of just over 8,133 tonnes?

Lawrence Williams

LAWRIE WILLIAMS: Gold:Silver ratio elevated again and may stay high

22 Nov 2019 - After a drop to below the 80 level, the GSR has risen back up to the mid-80s and while still well below its recent high is performing worse than we had earlier predicted. It may remain elevated for now but long term prospects remain positive.

Lawrence Williams

LAWRIE WILLIAMS: Anomalous Swiss Gold Imports and Exports Continue in October

22 Nov 2019 - The apparent reversal of Swiss gold flows with European consumers replacing Asian and Middle Eastern ones as primary recipients of Swiss re-refined gold has continued for yet another month

Lawrence Williams

LAWRIE WILLIAMS: Gold steadies as equities, bitcoin stutter amid trade talks impasse

21 Nov 2019 - The gold price suffered last week on talk of perhaps a more full-on trade deal between the U.S. and China

Lawrence Williams

LAWRIE WILLIAMS: Russian central bank now holds over 2.250 tonnes of gold

21 Nov 2019 - The Russian central bank has announced it added 9.33 tonnes of gold to reserves in October bringing its total holding to just over 2,251 tonnes

Lawrence Williams

LAWRIE WILLIAMS: Central banks only hold gold for traditional reasons. BS?

11 Nov 2019 - Despite long-held claims from central banks that they only hold gold reserves for traditional reasons, they are collectively increasing their holdings which draws this claim into question.

Lawrence Williams

LAWRIE WILLIAMS: China‘s 2019 gold demand headed for 20% drop

11 Nov 2019 - Latest gold withdrawal data from the SGE for October are well down on previous years and suggest Chinese gold demand in 2019 could be down around 20% year on year. However gold ETF and Central Bank demand is compensating for the Chinese drop.

Lawrence Williams

LAWRIE WILLIAMS: Chinese central bank stops buying gold – or does it?

08 Nov 2019 - Latest figures from the People's Bank of China suggest that there was no increase in the nation's gold reserves in October after ten successive months of reported rises. However some observers feel Chinese gold reserves are hugely understated.

Lawrence Williams

LAWRIE WILLIAMS: Gold: ETF inflows and central bank purchases offset weakness elsewhere

07 Nov 2019 - The latest Gold Demand Trends report from the WGC emphasises that continuing high gold ETF inflows and central bank buying are more than offsetting some weak data in more traditional gold demand markets

Lawrence Williams