Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Short-term gold performance model: how it works and why it matters Our short-term gold performance model enables investors to dissect monthly gold returns into key drivers of investment demand. Different estimation windows provide additional insights on the varying influence of drivers over time. During May, our model shows gold’s performance was only modestly impacted by rates but they still remain a relevant driver this year. 7 June, 2021 Gold Market Commentary Gold registered healthy positive returns for the second consecutive month, erasing the losses accumulated during Q1. Gold ended May at US$1,899.95/oz – its highest level since January and back above its 200-day moving average – representing a 7.5% m-o-m increase. 7 June, 2021 Back to the gold fold: a podcast with UBP Listen to this podcast ‘Back to the gold fold’ for topics including US real rates, gold demand trends in consumer and investment markets, the COMEX market dislocation and the differences between gold and cryptocurrencies 2 June, 2021 Inflation-wary German investors continue to eye gold Investor confidence in Germany recently jumped to a 21-year high, cheered by an acceleration of the domestic coronavirus vaccine programme and concomitant slowing of the domestic third wave of coronavirus. But while optimism for an economic upturn runs high, it brings with it growing fears of rising prices among inflation-wary German investors. 1 June, 2021 Time to realise gold’s true volatility The volatility of numerous assets has shifted along with the performance of gold, which has recently rebounded to nearly flat on the year. Given this shift, we consider it important to assess the current gold market conditions from a volatility and derivatives perspective, along with what technical charts are suggesting about where gold could move in the near- and long-term. We believe that regardless of an investor’s gold sentiment, the following conditions are present and create an opportunity: 28 May, 2021 Investment Update - Time to realise gold’s true volatility The volatility of numerous assets has shifted along with the performance of gold, which has recently rebounded to nearly flat on the year. 28 May, 2021 Inflation and Interest Rates: Impact on the Markets and Gold With inflation and interest rates increasingly top of mind for investors, the World Gold Council, in partnership with State Street Global Advisors, invited renowned financial author and historian James Grant of Grant’s Interest Rate Observer to share his perspectives on the direction of monetary policy and implications for gold and the broader markets. 13 May, 2021 Gold Market Commentary Marking a turnaround from the first three months of the year, gold rebounded 4.5% in April to finish the month at US$1,768/oz - its highest monthly closing level since January and its first positive monthly return since December 2020. 6 May, 2021 Prev Page 36 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.
Short-term gold performance model: how it works and why it matters Our short-term gold performance model enables investors to dissect monthly gold returns into key drivers of investment demand. Different estimation windows provide additional insights on the varying influence of drivers over time. During May, our model shows gold’s performance was only modestly impacted by rates but they still remain a relevant driver this year. 7 June, 2021
Gold Market Commentary Gold registered healthy positive returns for the second consecutive month, erasing the losses accumulated during Q1. Gold ended May at US$1,899.95/oz – its highest level since January and back above its 200-day moving average – representing a 7.5% m-o-m increase. 7 June, 2021
Back to the gold fold: a podcast with UBP Listen to this podcast ‘Back to the gold fold’ for topics including US real rates, gold demand trends in consumer and investment markets, the COMEX market dislocation and the differences between gold and cryptocurrencies 2 June, 2021
Inflation-wary German investors continue to eye gold Investor confidence in Germany recently jumped to a 21-year high, cheered by an acceleration of the domestic coronavirus vaccine programme and concomitant slowing of the domestic third wave of coronavirus. But while optimism for an economic upturn runs high, it brings with it growing fears of rising prices among inflation-wary German investors. 1 June, 2021
Time to realise gold’s true volatility The volatility of numerous assets has shifted along with the performance of gold, which has recently rebounded to nearly flat on the year. Given this shift, we consider it important to assess the current gold market conditions from a volatility and derivatives perspective, along with what technical charts are suggesting about where gold could move in the near- and long-term. We believe that regardless of an investor’s gold sentiment, the following conditions are present and create an opportunity: 28 May, 2021
Investment Update - Time to realise gold’s true volatility The volatility of numerous assets has shifted along with the performance of gold, which has recently rebounded to nearly flat on the year. 28 May, 2021
Inflation and Interest Rates: Impact on the Markets and Gold With inflation and interest rates increasingly top of mind for investors, the World Gold Council, in partnership with State Street Global Advisors, invited renowned financial author and historian James Grant of Grant’s Interest Rate Observer to share his perspectives on the direction of monetary policy and implications for gold and the broader markets. 13 May, 2021
Gold Market Commentary Marking a turnaround from the first three months of the year, gold rebounded 4.5% in April to finish the month at US$1,768/oz - its highest monthly closing level since January and its first positive monthly return since December 2020. 6 May, 2021
Short-term gold performance model: how it works and why it matters
Gold Market Commentary
Gold registered healthy positive returns for the second consecutive month, erasing the losses accumulated during Q1. Gold ended May at US$1,899.95/oz – its highest level since January and back above its 200-day moving average – representing a 7.5% m-o-m increase.
Back to the gold fold: a podcast with UBP
Listen to this podcast ‘Back to the gold fold’ for topics including US real rates, gold demand trends in consumer and investment markets, the COMEX market dislocation and the differences between gold and cryptocurrencies
Inflation-wary German investors continue to eye gold
Time to realise gold’s true volatility
The volatility of numerous assets has shifted along with the performance of gold, which has recently rebounded to nearly flat on the year. Given this shift, we consider it important to assess the current gold market conditions from a volatility and derivatives perspective, along with what technical charts are suggesting about where gold could move in the near- and long-term. We believe that regardless of an investor’s gold sentiment, the following conditions are present and create an opportunity:
Investment Update - Time to realise gold’s true volatility
The volatility of numerous assets has shifted along with the performance of gold, which has recently rebounded to nearly flat on the year.
Inflation and Interest Rates: Impact on the Markets and Gold
Gold Market Commentary
Marking a turnaround from the first three months of the year, gold rebounded 4.5% in April to finish the month at US$1,768/oz - its highest monthly closing level since January and its first positive monthly return since December 2020.