LBMA Chief and Market Experts Address Gold Supply Concerns

A panel of prominent gold market authorities, led by LBMA Chief Executive Ruth Crowell and featuring industry experts Adrian Ash, Jim Steele, David Gono, and Jeremy East, convened to examine the complex relationship between London and New York gold markets. The discussion focused on addressing crucial questions about market operations and investigating concerns regarding physical gold supply, providing insights into the current state of global gold trading.

Gold-Silver Ratio: A Hidden Window into Inflation Trends

The gold-silver ratio represents how many ounces of silver it takes to purchase one ounce of gold. For example, if gold is at $2,920 per ounce and silver is at $32.20 per ounce, the ratio would be approximately 90:1 (2920 ÷ 32.20 = 90.68). Traders often use this ratio as a tool for understanding relative value and potential trading opportunities. When the ratio is historically high (above 80:1), some traders view silver as undervalued relative to gold and consider buying silver while selling gold. Conversely, when the ratio is low (below 50:1), they might buy gold and sell silver. Historically, […]

UK Economy Defies Recession Fears with Surprise Q4 Growth

The British pound strengthened to $1.25155 after unexpected GDP growth of 0.1% in Q4 2023, defying economists’ predictions of a contraction. However, analysts caution that the growth was primarily driven by volatile inventory changes, while key economic indicators like household consumption and business investment remained flat or negative, suggesting underlying weakness in the UK economy.

JPMorgan Strategist: Gold Shines as Key Portfolio Protector

In a recent Bloomberg Television interview, JPMorgan’s Grace Peters outlined a comprehensive investment strategy that positions gold as a crucial asset for portfolio protection. Despite acknowledging solid economic data, Peters emphasizes the ongoing challenge of elevated inflation, making gold particularly attractive as a protective measure. Her investment approach advocates for a balanced strategy that maintains equity exposure while incorporating defensive assets like gold, core infrastructure, and hedge funds to build portfolio resilience. This recommendation comes at a time when investors are navigating complex economic conditions and seeking ways to protect their investments against various market risks. Peters’ endorsement of gold […]

Trump’s Tariff-Rate Cut Strategy Could Trigger Economic Storm

President Trump’s call for simultaneous tariffs and lower interest rates faces strong criticism from economists who warn this combination could backfire. Experts explain that tariffs typically increase inflation, which would force the Federal Reserve to maintain higher interest rates. The only scenario where both high tariffs and low rates might coexist would be during an economic downturn, a situation experts warn could harm rather than help the economy. The challenge is further complicated by current full employment conditions and existing inflation concerns. Carl Weinberg of High Frequency Economics points out the inherent contradictions in Trump’s broader economic agenda, which includes […]

UBS: Tariff-Driven Inflation Could Propel Gold’s Historic Run

According to UBS Investment Bank strategist Joni Teves, gold’s current rally could extend further despite already reaching historic levels. Her analysis focuses on the crucial role of inflation dynamics, particularly emphasizing how the implementation of new tariffs could act as an inflationary catalyst. This environment, she argues, creates uniquely favorable conditions for gold. The strategist’s perspective suggests that rather than seeing current price levels as a peak, investors should consider the broader macroeconomic context, where tariff-induced inflation could continue to drive gold prices higher. This “unprecedented territory” for gold reflects a fundamental shift in market conditions that could sustain bullish […]

World’s Gold Divided: Six Rings Each for 8 Billion People

The world’s total discovered gold reserves, standing at 244,000 metric tons, might seem vast at first glance, but when divided among Earth’s 8 billion people, it reveals a surprisingly modest allocation. Each person’s share would amount to just 30 grams of gold – enough to make six gold rings or mint a single troy ounce coin. This scarcity, combined with gold’s unique properties and historical significance, continues to make it one of the most sought-after precious metals in the world.

Gold Climbs as Trump’s Tariff Plans Stoke Trade War Fears

Gold prices recovered to $2,917 per ounce, approaching its recent record of $2,942.70, driven by a weakening dollar and rising trade war concerns. President Trump’s planned reciprocal tariffs have heightened market uncertainty, while the Federal Reserve maintains its cautious stance on rate cuts. ANZ analysts project gold could reach $3,000 per ounce this year, as global economic uncertainties continue to support safe-haven demand.

US Inflation Surges at Fastest Rate Since 2023, Challenging Fed’s Rate Cut Plans

US consumer prices rose 0.5% in January, marking the largest increase in nearly 18 months. The year-over-year inflation rate reached 3.0%, exceeding economists’ expectations of 2.9%. Core inflation, which excludes volatile food and energy prices, rose 0.4% monthly and 3.3% annually. This stronger-than-expected inflation report has complicating implications for monetary policy. Federal Reserve Chair Jerome Powell acknowledged that the central bank is “not quite there yet” in its mission to bring inflation down to 2%. The data, combined with a stable labor market, has led some economists to question whether the Fed’s easing cycle might be over, with the policy […]

How Will Gold & Silver Perform Under the Trump Admin? Alan Hibbard

Are tariffs, trade wars, and global volatility pushing precious metals to new heights? Alan Hibbard dives deep into why gold is hitting all-time highs.