Gold Market Commentary: Higher-For-Longer: Inflation Not Growth

Why Interest Rates Aren't Stopping Gold

The demand for gold continues to rise as uncertainty around interest rates and geopolitical stability have more traders turning to safe-haven assets. April average daily volume for Micro Gold and Micro Silver futures increased 119% and 162% month over month. Gold's recent decoupling from yields shows the metal is being used as a trusted indicator for long-term uncertainty.

Allocation Today: Think Scarce And Short

Home Investing Strategy Portfolio Strategy Allocation Today: Think Scarce And Short. VanEck's investment theme is scarcity. Right now we're in the very difficult part of the inflation cycle. The traditional value segments of the market are going to start to perform well.

Sticky Inflation Boosts Gold

The Big Inflation Week Starts Today

Gold Is A Counter-Cyclical Anchor

Gold is forecasting a more virulent economic backdrop for Q4 - H1, 2025 as it starts to outperform cyclical markets. The gold mining industry is counter-cyclical and leverages gold's macro relationships during inflationary trends. Gold's status relative to inflationary monetary/fiscal policies is turning positive and anti-inflationary.

Weekly Report: what happened at IAUM last week (0506-0510)?

U.S. Presidential Election: The Key Implications For Commodities

MoneyTalk's Greg Bonnell speaks with Bart Melek, Global Head of Commodity Strategy at TD Securities. The US presidential election could have implications for commodities, including copper, silver and oil. A Republican administration in the White House could mean less environmental spending for electric vehicles and other commodities.

Gold To The Moon Is Bad News - Part 3

Investors have been selling gold ETFs for nine consecutive months, but the pace of outflows slowed in March. Geopolitical tensions in the Middle East and Ukraine have not significantly impacted the price of gold. Central banks in emerging economies continue to buy gold, supporting the market. The spot gold price remains above $2,300 per ounce.

Gold Monthly: Gold Breaks New Highs

Mastering The Market During A 'Decade Of Disruption'

Home Investing Strategy Portfolio Strategy Mastering The Market During A 'Decade Of Disruption' The 2020s are shaping up to be a decade of immense change and disruption. A long-term perspective, diversification, and a focus on resilient sectors and income-generating assets are key to thriving in this disruptive decade. The COVID-19 pandemic, large stimulus spending, increasing debt levels, and geopolitical conflicts have created an environment of heightened uncertainty and inflation.

Industrial Metals Monthly: Has The Copper Rally Gone Too Far, Too Soon?

Why We Are At The Start Of A Multi-Year Gold Bull Market

Dollar gold price aggressively broke a multiyear resistance level on the back of escalating wars, worrying asset bubbles, and sticky inflation. From a technical perspective, the price of gold has broken out from a multi-year consolidation phase. Gold is undervalued and can easily double in price over the coming years. We are in a boom as gold as a share of global financial assets is low.

The Golden Dilemma: Will Gold's Overvalued Status Hold Against Inflation?

Gold is currently overvalued in relation to inflation, according to new research. The price of gold dropped by over 24% from 2013 to 2015, despite declining interest rates. The relationship of gold to inflation and interest rates is complex and influenced by various factors. Anthony Bradshaw says gold is expected to rise to a cyclical high in April 2024.

Weekly Report: what happened at IAUM last week (0429-0503)?

Gold Demand Trends Q1 2024

Q1 gold demand slipped 5% y/y to 1,102t, due to continued ETF outflows. Central banks and OTC drove price. Total gold demand increased 3% in Q1 – the strongest first quarter since 2016. The LBMA gold price averaged a record US$2,070/oz in the first quarter. Technology demand for gold recovered 10% in the electronics sector.

Is The Comex Showing An Impending Price Spike In Silver?

April is a major delivery month in gold and silver. The CME Comex data suggests there is a lot of interest in physical silver right now. The data is looking similar in silver this month. The Comex report last month showed strength in gold before a pullback in the price.

Making The Most Of The New Gold Cycle

Top 5 Commodity ETFs (SA Quant)

Many commodities outperformed the market YTD as investors look for safe havens to hedge against inflation, geopolitical risks, and natural disasters. Gold soared to an all-time high in April, silver to a 3-year high, and cocoa set new records. SA’s Quant Team selected 5 Commodities ETFs crushing the market in the past 3 months that offer exposure to gold, silver, uranium, copper, and agricultural products. All five have Strong Buy or Buy Quant Ratings and are up on average +17% YTD.

Key Gold Sentiment Indicators Suggest Near-Term Caution, Long-Term Upside