28 March 2022
The gold price in particular has shown sone considerable vo#latility alongside the fortunes of the Russian military in its war on Ukraine. However President Putin may have made some serious miscalculations on the likely level of Ukraine's resistance to the supposedly impregnable Russian forces as well as inflicting some severe long term damage on his nation's own economy and world standing.
17 March 2022
The latest FOMC meeting only implemented a 25 basis point interest rate rise, but with the promise of more rate rises to come this year. We consider this latest interest rate increase insufficient to have any effect on seemingly continuingly rising inflation.
09 March 2022
The U.S. Senate is trying to pass a bipartisan bill to prevent Russia from using its huge gold reserves to mitigate the impact of economic sanctions on its economy. With the world's two biggest gold consumers unlikely to follow such a bill will likely only have a symbolic effect.
09 March 2022
l figures from the Shanghai Gold Exchange for February show there that gold demand is holding up but perhaps no longer growing
05 March 2022
The military conflict in Ukraine, coupled with rising inflation, and attempts to control it has seen the gold price almost inevitably move towards the $2,000 level. If things continue without a diplomatic solution we feel that this level is inevitable and will be reached sooner rather than later
05 March 2022
The military conflict in Ukraine, coupled with rising inflation, and attempts to control it has seen the gold price almost inevitably move towards the $2,000 level. If things continue without a diplomatic solution we feel that this level is inevitable and will be reached sooner rather than later
02 March 2022
Palladium prices had been trending sharply downwards in the second half of 2021, but Russia's invasion of Ukraine, and the resultant severe sanctions imposed to try and cripple the Russian economy have changed palladium supply/demand fundamentals drastically and the price has picked up strongly which has caused us to hugely revise our previous pessimistic price forecasts for the metal this year.
27 February 2022
Russia's apparently unprovoked attack on Ukraine has already received almost universal condemnation and is leading to the imposition of severe sanctions designed to adversely affect the Russian domestic economy. Russian banks are also being cut off from the key SWIFT international payments system. Coupled with rising inflation this could all have a positive effect on the gold price and hit equity markets negatively despite their end-week respective moves in the other direction.
25 February 2022
Contrary to our initial beliefs, it appears that Russia has gone ahead with a full-scale military assault on Ukraine with somewhat mixed results so far. Gold, silver, equities and bitcoin have been hugely volatile in their response so far but we firmly believe that the Russian move, coupled with perhaps enhanced inflation fears, remains positive for precious metals and distinctly negative for equities and bitcoin once the markets settle down.
21 February 2022
With the weekend passing without the presumed inevitable Russian onslaught on Ukraine, gold and silver have been marked down a little in the absence of U.S. markets for Presidents Day. However the global geopolitical situation remains tense and precious metals will likely continue to benefit accordingly.
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