precious metals
The World Gold Council says that because the probability of a 2024 recession is not insignificant, there is a strong case for a strategic allocation of gold in a 2024 portfolio
28th Dec 23, 2:43pm
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The World Gold Council says that because the probability of a 2024 recession is not insignificant, there is a strong case for a strategic allocation of gold in a 2024 portfolio
Central banks gold buying maintained a historic pace but fell short of the Q3’22 record. Jewellery demand softened slightly in the face of high gold prices, while the investment picture was mixed.
4th Nov 23, 9:00am
Central banks gold buying maintained a historic pace but fell short of the Q3’22 record. Jewellery demand softened slightly in the face of high gold prices, while the investment picture was mixed.
The World Gold Council's Johan Palmberg finds that gold – likely via investor flows – responds to elevated geopolitical risk. But how long that lasts depends the follow-up economic consequences
22nd Oct 23, 6:00am
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The World Gold Council's Johan Palmberg finds that gold – likely via investor flows – responds to elevated geopolitical risk. But how long that lasts depends the follow-up economic consequences
The World Gold Council's asset allocation strategist says rushing back to cash is probably not a good idea as yields rise, and investors should remember the longer-term historical record of equities, bonds and gold
2nd Sep 23, 10:28am
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The World Gold Council's asset allocation strategist says rushing back to cash is probably not a good idea as yields rise, and investors should remember the longer-term historical record of equities, bonds and gold
Despite gold supply rising +7% and gold demand falling -2% in June from a year ago, gold prices were up +6% over the same period, the World Gold Council reports. Firmer jewelery and investment demand helped offset slower central bank buying
5th Aug 23, 10:21am
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Despite gold supply rising +7% and gold demand falling -2% in June from a year ago, gold prices were up +6% over the same period, the World Gold Council reports. Firmer jewelery and investment demand helped offset slower central bank buying
The World Gold Council says gold’s positive asymmetrical performance can be a valuable component to investors’ asset allocation toolkit. But it is wary of challenges if tightening continues for longer than expected or a soft landing is engineered
8th Jul 23, 9:30am
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The World Gold Council says gold’s positive asymmetrical performance can be a valuable component to investors’ asset allocation toolkit. But it is wary of challenges if tightening continues for longer than expected or a soft landing is engineered
The World Gold Council says 'recessions have been good for gold in the past' but notes the gold price has been rangebound and it will take a re-established link to the 10-year US TIP yield to regain any upward momentum
19th Jun 23, 10:29am
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The World Gold Council says 'recessions have been good for gold in the past' but notes the gold price has been rangebound and it will take a re-established link to the 10-year US TIP yield to regain any upward momentum
The World Gold Council presents an overview of the available above-ground stock of gold, the relative size of the financial gold market, and the composition of demand and supply that supports gold’s investment credentials
13th May 23, 9:40am
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The World Gold Council presents an overview of the available above-ground stock of gold, the relative size of the financial gold market, and the composition of demand and supply that supports gold’s investment credentials
After gold's disappointing 2022, the bears are out to play in 2023 and gold gets its highest monthly inflows of demand, and near its all-time high price. Growing systems risks add to gold's case, say the World Gold Council
7th Apr 23, 9:32am
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After gold's disappointing 2022, the bears are out to play in 2023 and gold gets its highest monthly inflows of demand, and near its all-time high price. Growing systems risks add to gold's case, say the World Gold Council
Despite a brutal few weeks of interest rate volatility, the structural dynamics pointing towards a low-growth, low-yield environment should also be supportive for gold, says Jeremy de Pessemier
25th Mar 23, 9:00am
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Despite a brutal few weeks of interest rate volatility, the structural dynamics pointing towards a low-growth, low-yield environment should also be supportive for gold, says Jeremy de Pessemier
ANZ's analysts see gold with bullish momentum after the US Fed pauses its hiking cycle
16th Mar 23, 7:35am
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ANZ's analysts see gold with bullish momentum after the US Fed pauses its hiking cycle
Colossal central bank purchases at a 55-year high, aided by vigorous retail investor buying and slower ETF outflows, lifted annual gold demand to an 11-year high
1st Feb 23, 11:45am
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Colossal central bank purchases at a 55-year high, aided by vigorous retail investor buying and slower ETF outflows, lifted annual gold demand to an 11-year high
ANZ's analysts note that the gold price has started the year 'with a bang'. They say both investment and physical demand are supportive for 2023, supported by China’s reopening
17th Jan 23, 2:03pm
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ANZ's analysts note that the gold price has started the year 'with a bang'. They say both investment and physical demand are supportive for 2023, supported by China’s reopening
ANZ's commodity strategists expect the gold price to resume its downtrend and fall below US$1700/oz 'in the short term'
23rd Nov 22, 11:28am
ANZ's commodity strategists expect the gold price to resume its downtrend and fall below US$1700/oz 'in the short term'
Positive real rates across the curve is a key drag for gold says ANZ's gold analysts, with investment outflows, and rising geopolitical and economic risks are having a surprisingly limited impact on haven buying
15th Oct 22, 10:22am
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Positive real rates across the curve is a key drag for gold says ANZ's gold analysts, with investment outflows, and rising geopolitical and economic risks are having a surprisingly limited impact on haven buying
According to ANZ commodity analysts fair-value model the current price of gold may be US$600/oz too high. This coming week, bears could extend downside price moves to US$1,600/oz or below
17th Sep 22, 10:44am
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According to ANZ commodity analysts fair-value model the current price of gold may be US$600/oz too high. This coming week, bears could extend downside price moves to US$1,600/oz or below
ANZ commodity analysts review the pressure gold is under and look to where the yellow metal could be headed
16th Jul 22, 2:08pm
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ANZ commodity analysts review the pressure gold is under and look to where the yellow metal could be headed
The World Gold Council sees gold playing catchup as high inflation, uncertainty and volatility build the need for effective hedges. Higher interest rates and a stronger US dollar provide headwinds, but balance will be restored in the end
9th Jul 22, 9:59am
The World Gold Council sees gold playing catchup as high inflation, uncertainty and volatility build the need for effective hedges. Higher interest rates and a stronger US dollar provide headwinds, but balance will be restored in the end
Analysts eye US$1900/oz as the signal gold is going to move up. But rising real rates and a stronger USD are capping the upside in gold prices. Geopolitical risks and emerging stagflation should see haven flows
11th Jun 22, 9:28am
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Analysts eye US$1900/oz as the signal gold is going to move up. But rising real rates and a stronger USD are capping the upside in gold prices. Geopolitical risks and emerging stagflation should see haven flows
In their second edition of The Vault, ANZ commodity strategists think heightened geopolitical risks will drive investor demand for gold, and make it a good hedge against inflation despite a strong USD
10th May 22, 12:47pm
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In their second edition of The Vault, ANZ commodity strategists think heightened geopolitical risks will drive investor demand for gold, and make it a good hedge against inflation despite a strong USD
In their first edition of The Vault, ANZ commodity strategists explore what is in store for gold when investor demand is strong, with gold being a good inflation hedge, and a break higher in price is near
16th Apr 22, 9:24am
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In their first edition of The Vault, ANZ commodity strategists explore what is in store for gold when investor demand is strong, with gold being a good inflation hedge, and a break higher in price is near
Highly liquid gold delivers superior risk-adjusted returns than other commodities, is a proven store of value, and has low volatility, says the World Gold Council
5th Sep 21, 8:00am
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Highly liquid gold delivers superior risk-adjusted returns than other commodities, is a proven store of value, and has low volatility, says the World Gold Council
Actual US jobless claims fall sharply; factory inflation higher; South Korea raises rates; container freight costs get even more extreme; German sentiment wavers; UST 10yr 1.34%, oil soft and gold firm; NZ$1 = 69.5 USc; TWI-5 = 72.8
27th Aug 21, 7:19am
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Actual US jobless claims fall sharply; factory inflation higher; South Korea raises rates; container freight costs get even more extreme; German sentiment wavers; UST 10yr 1.34%, oil soft and gold firm; NZ$1 = 69.5 USc; TWI-5 = 72.8
Eyes on Powell at Jackson Hole and his inflation views; US factory orders slip; aluminium prices rise; workplace penalties for vaccine avoiders spread; UST 10yr 1.35%, oil firm and gold lower; NZ$1 = 69.6 USc; TWI-5 = 72.9
26th Aug 21, 7:19am
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Eyes on Powell at Jackson Hole and his inflation views; US factory orders slip; aluminium prices rise; workplace penalties for vaccine avoiders spread; UST 10yr 1.35%, oil firm and gold lower; NZ$1 = 69.6 USc; TWI-5 = 72.9
World trade at record levels; US factory prices inflate higher; commodity prices turn back up; Shanghai cargo airport hit with shutdown; UST 10yr 1.29%, oil and gold up; NZ$1 = 69.4 USc; TWI-5 = 72.8
25th Aug 21, 7:18am
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World trade at record levels; US factory prices inflate higher; commodity prices turn back up; Shanghai cargo airport hit with shutdown; UST 10yr 1.29%, oil and gold up; NZ$1 = 69.4 USc; TWI-5 = 72.8