10 September 2024

The Sharp Perspective

The time has come for policy to adjust.

Worse than expected US employment data in early August triggered a broad market sell-off that included a $113 per oz drop in the gold price.

12 August 2024

The Sharp Perspective

Solar panel production causing temporary headwind for silver

Concerns that the solar panel industry has been over producing panels, which will lead to production cuts, has become a temporary headwind for silver demand.

10 July 2024

The Sharp Perspective

Gold pulled back to consolidate, but prices hold up well.

It would seem markets are waiting for the US Federal Reserve to make its move on interest rates

02 July 2024

How Could the UK Election Affect the Gold Price?

The UK election has the potential to set in motion significant change. “On its knees” or “flat on its face,” we all agree that the country is in poor shape when assessing public services and drastically needs investment.

04 June 2024

The Sharp Perspective

Silver prices have started to play catch-up with gold

Gold prices set fresh highs, before once again consolidating. The timing of the first US interest rate cut seems to be driving prices

29 April 2024

The Sharp Perspective

Gold prices ramp up to fresh record highs

Spot gold prices continued to push on with their advance in April, even though they faced dual headwinds from rising bond yields and a strengthening US dollar.

03 April 2024

The Sharp Perspective

Gold sails into uncharted waters

Gold prices start to reflect increased concern over the growing risks in geopolitics and financial markets.

08 December 2022

LAWRIE WILLIAMS: China’s November gold demand slips even further

Latest data from the Shanghai Gold Exchange puts Chinese retail gold demand in November lower than in 2021, and even 2020 as well, suggesting that the Covid lockdowns and reduced global demand may be having an even greater impact on the country's economy than many had realised.

08 December 2022

LAWRIE WILLIAMS: Chinese Central Bank confirms 32 tonne gold purchase

Media reports indicate that the Chinese Central Bank has reported a surprise increase in its gold reserve in November equivalent to 32 tonnes. Hitherto it has been reticent about reporting gold reserve increases, this being around the first time in 3 years it has reported any such changes

06 December 2022

LAWRIE WILLIAMS: Gold rising to $2,250, BTC falling to $5,000 - both next year!

A 'surprise' scenario from Standard Chartered Bank's Head of Research, Eric Robertsen, sees the gold price rising to $2,250 and bitcoin falling to $5,000 next year if current patterns play out.