Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Potential impact of the coronavirus on gold It’s been less than two months since the 2019 novel coronavirus (COVID19) was first reported in China, and a recurring question we hear from investors is: ‘How might gold react to an epidemic like this?’ 14 February, 2020 The Art of the Trade Deal “It just doesn’t get any bigger than this”. At least that is how President Trump is portraying the signing of the “Phase One” deal with China last week. But while talks between the two nations are undoubtedly positive for global trade, do they really make a substantive change in circumstances? 21 January, 2020 Gold Outlook 2020 As we look ahead, we expect that the interplay between market risk and economic growth will drive gold demand in 2020 15 January, 2020 Recent gold and oil movements highlight inconsistent long-term correlation Gold stands apart from the broader commodities complex because of its unique market dynamics and performance drivers. 14 January, 2020 Drivers behind the recent gold rally Gold rallied nearly 4% in December, mainly in the second half of the month, and recently moved to an intraday high of US$1,613/oz as the US-Iran confrontation unfolded. We believe there are a few likely reasons for the move... 10 January, 2020 Key trends to watch as we conclude 2019 As 2019 comes to an end and 2020 begins, we believe that: Financial and geopolitical uncertainty combined with low interest rates will likely continue supporting gold investment demand Net gold purchases by central banks will likely remain robust even if they are lower than the record highs seen in recent quarters Momentum and speculative positioning may keep gold price volatility high Gold price volatility and expectations of weaker economic growth may result in softer consumer demand near term But structural economic reforms in India and China will support demand in the long term. Note: our comprehensive annual Outlook will be published by mid-January 2020. 16 December, 2019 Currency crises, over-leverage and low rates – potential drivers of a gold bull market The gold price has risen more than 15% this year against a backdrop of falling interest rates, economic uncertainty and geopolitical tensions. Dr Lu Zhengwei, Chief Economist of China Industrial Bank, Chief Economist of Huafu Securities and Vice Chairman of China Industrial Bank Research Limited, looks back in time to forecast the future for gold. 9 December, 2019 Currency crises, over-leverage and low rates – potential drivers of a gold bull market 9 December, 2019 Prev Page 46 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.
Potential impact of the coronavirus on gold It’s been less than two months since the 2019 novel coronavirus (COVID19) was first reported in China, and a recurring question we hear from investors is: ‘How might gold react to an epidemic like this?’ 14 February, 2020
The Art of the Trade Deal “It just doesn’t get any bigger than this”. At least that is how President Trump is portraying the signing of the “Phase One” deal with China last week. But while talks between the two nations are undoubtedly positive for global trade, do they really make a substantive change in circumstances? 21 January, 2020
Gold Outlook 2020 As we look ahead, we expect that the interplay between market risk and economic growth will drive gold demand in 2020 15 January, 2020
Recent gold and oil movements highlight inconsistent long-term correlation Gold stands apart from the broader commodities complex because of its unique market dynamics and performance drivers. 14 January, 2020
Drivers behind the recent gold rally Gold rallied nearly 4% in December, mainly in the second half of the month, and recently moved to an intraday high of US$1,613/oz as the US-Iran confrontation unfolded. We believe there are a few likely reasons for the move... 10 January, 2020
Key trends to watch as we conclude 2019 As 2019 comes to an end and 2020 begins, we believe that: Financial and geopolitical uncertainty combined with low interest rates will likely continue supporting gold investment demand Net gold purchases by central banks will likely remain robust even if they are lower than the record highs seen in recent quarters Momentum and speculative positioning may keep gold price volatility high Gold price volatility and expectations of weaker economic growth may result in softer consumer demand near term But structural economic reforms in India and China will support demand in the long term. Note: our comprehensive annual Outlook will be published by mid-January 2020. 16 December, 2019
Currency crises, over-leverage and low rates – potential drivers of a gold bull market The gold price has risen more than 15% this year against a backdrop of falling interest rates, economic uncertainty and geopolitical tensions. Dr Lu Zhengwei, Chief Economist of China Industrial Bank, Chief Economist of Huafu Securities and Vice Chairman of China Industrial Bank Research Limited, looks back in time to forecast the future for gold. 9 December, 2019
Currency crises, over-leverage and low rates – potential drivers of a gold bull market 9 December, 2019
Potential impact of the coronavirus on gold
The Art of the Trade Deal
Gold Outlook 2020
As we look ahead, we expect that the interplay between market risk and economic growth will drive gold demand in 2020
Recent gold and oil movements highlight inconsistent long-term correlation
Drivers behind the recent gold rally
Key trends to watch as we conclude 2019
As 2019 comes to an end and 2020 begins, we believe that:
Note: our comprehensive annual Outlook will be published by mid-January 2020.
Currency crises, over-leverage and low rates – potential drivers of a gold bull market
The gold price has risen more than 15% this year against a backdrop of falling interest rates, economic uncertainty and geopolitical tensions. Dr Lu Zhengwei, Chief Economist of China Industrial Bank, Chief Economist of Huafu Securities and Vice Chairman of China Industrial Bank Research Limited, looks back in time to forecast the future for gold.
Currency crises, over-leverage and low rates – potential drivers of a gold bull market