02 February 2022Switzerland has released its gold import and export figures for December and for the full 2021 year. As usual the figures are dominated by demand from Asia and the Middle East and serve to confirm a huge pick-up in gold demand from India during the year.
02 February 2022The London Bullion Market Association (LBMA) has just released the annual forecasts for gold, silver, platinum and palladium from its panel of expert analysts for 2022. Overall the forecasts are mostly downbeat compared with 2021 apart from gold - which is seen as flat. We compare with our own forecasts which are more positive for gold, silver and platinum.
01 February 2022Reaction to last week's FOMC meeting outcome has been distinctly mixed. Equities, bitcoin and precious metals all initially fell back strongly, but this week all seem to be making positive recoveries. While we feel this is more than justified for precious metals, we are more dubious about equity markets.
30 January 2022The World Gold Council's latest Gold Demand Trends report, covering Q4 and full year 2021 figures for global gold supply and demand, has just been released. This suggests that global gold demand has now fully recovered from the Covid-affected 2020 figures. Coupled with the recent FOMC meeting analysis, we surmise that the gold price is due for recovery from its recent sharp downturn and remains the primary wealth protector.
27 January 2022The immediate outcome from this week's FOMC meeting and the subsequent Jerome Powell press conference, proved to be distinctly negative for precious metals prices - at least in the short term. But we think there's a good chance that they will rapidly recover from these negative interpretations and rise back to previous levels, and above.
21 January 2022Both general equities and bitcoin have seen sharp falls in recent days, enhancing the value of investment in safe haven assets like gold and silver, particularly in the current negative real interest rate environment
20 January 2022We think thst the latest surge in precious metals prices represents the shape of things to come. Negative real rates shoud keep gold, in particular, in demand as a wealth protector despite Fed moves on interest rates, and silver may even outperform our previous expectations.
19 January 2022China and India are comfortably the two biggest global gold consumers and 2021 has reportedly seen both substantially raise gold demand year on year,with demand growth in these and other Asian nations almost certainly more than counterbalancing assumed outflows from the big gold ETF sectror.
18 January 2022Gold and silver prices seem to have made something of a recovery after earlier falls due to speculation that the U.S. Fed might start to raise interest rates earlier than had been previously suggested due to the ongoing high rate of U.S. inflation.
14 January 2022A falling dollar index has probably been the prime mover in a recovery in gold and silver prices to above $1,820 and $23 respectively, But we have seen this before - Will the price recovery be sustainable this time around?
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