IAUM

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

Weekly Report: what happened at IAUM last week (0422-0426)?