Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Gold’s 2024 performance best in 14 years Gold performed exceptionally well in 2024, outperforming all major asset classes. Gold rose 25.5%, which was likely driven by gold’s role as an effective hedge against heightened geopolitical uncertainty and market volatility. 3 January, 2025 Gold Outlook 2025: Navigating rates, risk and growth Gold is poised for its best annual performance in more than a decade – up 28% through November. Behind this, central bank and investor buying have more than offset a notable deceleration in consumer demand. 12 December, 2024 Chinese gold market outlook 2025: Stabilising demand So far in 2024, China's gold jewellery consumption weakened notably while investment demand for gold saw sizeable increases. Looking ahead, potential stability in the economy and possible further stimuli should help trim gold jewellery demand weakness, expected declines in yields and a likely weaker local currency may support gold investment demand. 6 December, 2024 You asked, we answered: How important is AI for gold demand? With gold being a vital component of many of today's electronic devices, we look at the growth of Artificial Intelligence as an important emerging area of demand. 21 November, 2024 Unearthed: Gold responds to the Fed's rate cut, US election and China stimulus In this episode of Unearthed, hosts John Reade and Joe Cavatoni discuss the latest gold market trends, reflecting on the U.S. election outcome, monetary policy, and China’s recent economic developments. 13 November, 2024 Gold Market Commentary: Under pressure The start of November saw gold pressured by higher opportunity costs and a Republican clean sweep. Stronger bond yields and US dollar, risk-on in equities, a boost to cryptocurrencies and quelling of geopolitical risk might see a near-term retracement in gold. 12 November, 2024 Let's Tally the Rally Delaying our Gold Market Commentary until after the possibly volatility-inducing US election, we instead take stock of some interesting statistics regarding October's and the year-to-date stellar run-up in gold prices. 4 November, 2024 China’s stimulus bazooka: what does it mean for gold demand? China has recently announced aggressive stimuli to shore up consumer confidence and support growth. Based on our models we believe the potential improvement in GDP will benefit gold demand in China. However, gold investment appetite may face competition from other assets including equities and property as the economy recovers. 22 October, 2024 Prev Page 17 of 69 Next Latest research Looking for insight and analysis on gold? Our team of experts produce market-leading research and macroeconomic commentary on gold.
Gold’s 2024 performance best in 14 years Gold performed exceptionally well in 2024, outperforming all major asset classes. Gold rose 25.5%, which was likely driven by gold’s role as an effective hedge against heightened geopolitical uncertainty and market volatility. 3 January, 2025
Gold Outlook 2025: Navigating rates, risk and growth Gold is poised for its best annual performance in more than a decade – up 28% through November. Behind this, central bank and investor buying have more than offset a notable deceleration in consumer demand. 12 December, 2024
Chinese gold market outlook 2025: Stabilising demand So far in 2024, China's gold jewellery consumption weakened notably while investment demand for gold saw sizeable increases. Looking ahead, potential stability in the economy and possible further stimuli should help trim gold jewellery demand weakness, expected declines in yields and a likely weaker local currency may support gold investment demand. 6 December, 2024
You asked, we answered: How important is AI for gold demand? With gold being a vital component of many of today's electronic devices, we look at the growth of Artificial Intelligence as an important emerging area of demand. 21 November, 2024
Unearthed: Gold responds to the Fed's rate cut, US election and China stimulus In this episode of Unearthed, hosts John Reade and Joe Cavatoni discuss the latest gold market trends, reflecting on the U.S. election outcome, monetary policy, and China’s recent economic developments. 13 November, 2024
Gold Market Commentary: Under pressure The start of November saw gold pressured by higher opportunity costs and a Republican clean sweep. Stronger bond yields and US dollar, risk-on in equities, a boost to cryptocurrencies and quelling of geopolitical risk might see a near-term retracement in gold. 12 November, 2024
Let's Tally the Rally Delaying our Gold Market Commentary until after the possibly volatility-inducing US election, we instead take stock of some interesting statistics regarding October's and the year-to-date stellar run-up in gold prices. 4 November, 2024
China’s stimulus bazooka: what does it mean for gold demand? China has recently announced aggressive stimuli to shore up consumer confidence and support growth. Based on our models we believe the potential improvement in GDP will benefit gold demand in China. However, gold investment appetite may face competition from other assets including equities and property as the economy recovers. 22 October, 2024
Gold’s 2024 performance best in 14 years
Gold Outlook 2025: Navigating rates, risk and growth
Gold is poised for its best annual performance in more than a decade – up 28% through November. Behind this, central bank and investor buying have more than offset a notable deceleration in consumer demand.
Chinese gold market outlook 2025: Stabilising demand
So far in 2024, China's gold jewellery consumption weakened notably while investment demand for gold saw sizeable increases. Looking ahead, potential stability in the economy and possible further stimuli should help trim gold jewellery demand weakness, expected declines in yields and a likely weaker local currency may support gold investment demand.
You asked, we answered: How important is AI for gold demand?
With gold being a vital component of many of today's electronic devices, we look at the growth of Artificial Intelligence as an important emerging area of demand.
Unearthed: Gold responds to the Fed's rate cut, US election and China stimulus
Gold Market Commentary: Under pressure
The start of November saw gold pressured by higher opportunity costs and a Republican clean sweep. Stronger bond yields and US dollar, risk-on in equities, a boost to cryptocurrencies and quelling of geopolitical risk might see a near-term retracement in gold.
Let's Tally the Rally
Delaying our Gold Market Commentary until after the possibly volatility-inducing US election, we instead take stock of some interesting statistics regarding October's and the year-to-date stellar run-up in gold prices.
China’s stimulus bazooka: what does it mean for gold demand?