09 April 2025

The Sharp Perspective

Gold’s rally has gone from strength to strength

However, the escalation in trade wars could trigger a broad-based sell-off across markets

10 March 2025

The Sharp Perspective

Gold continued to set new highs in February

More factors that tend to influence gold prices have turned bullish, including the US dollar and US treasury yields that have both weakened...

10 February 2025

The Sharp Perspective

Gold sprints out of the gate as 2025 starts, setting fresh record highs on the way

After the strong performance in 2024, that saw gold set fresh record highs, gold has started 2025 in a similar vein, with fresh highs set on January and again in early February.

09 December 2024

The Sharp Perspective

Gold prices consolidate below highs as traders weigh up what a Trump presidency will mean for the markets

After gains of 35% since the start of the year, and 54% since the start of the rally in October 2023, a period of consolidation is unsurprising given the rapid pace of the rally

05 November 2024

The Sharp Perspective

Gold continuing to set fresh record highs, seemingly oblivious to the growing headwinds

Gold pushing ahead in uncharted waters strong momentum means it is managing to ignore current headwinds

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.

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.