Cem Gundogan’s Post

The price of gold has been increasing steadily in recent months, largely driven by factors such as global economic uncertainty, central bank policies, and geopolitical tensions. Currently, gold prices are around $2,650 per ounce, reflecting strong investor demand for safe-haven assets as inflation persists and economic growth slows. This year, gold has been one of the top-performing assets, with a price increase of nearly 20%. Analysts project further growth, with prices potentially reaching $2,800–$3,000 per ounce in 2025. Key reasons for the increase include anticipated rate cuts by the U.S. Federal Reserve, continued geopolitical instability, and strong central bank demand for gold【18】【19】【20】. If you're considering investing in gold, it's essential to monitor market trends and economic indicators, as they directly influence prices. #snsinstitutions #snsdesignthinkers #designthinking

Gold prices have been hitting record highs lately, leading some investors to worry about potential inflation. However, according to Joseph Kalish, chief global macro strategist at Ned Davis Research, this may not be the case. In a recent note, he stated that a weaker U.S. dollar, buying by emerging market central banks, and increased geopolitical uncertainty are the factors behind gold's rally. While the price of gold may be a concern for some, it's important to understand the underlying reasons behind this trend. Read more about it here: https://lnkd.in/gxzmDrtT

Gold reached a record high following US dollar weakness given increased prospects of rate cuts by the Fed. More broadly over the last 12 months, gold has been supported by: 1) Chinese investors seeking capital preservation during domestic deflation; 2) Demand from Japanese investors amid a weak yen; and 3) EM central banks boosting their gold reserves. For more timely investment insights from our research teams, join the MercerInsight® community: bit.ly/4fdUiFt #investing #markets

Gold reached a record high following US dollar weakness given increased prospects of rate cuts by the Fed. More broadly over the last 12 months, gold has been supported by: 1) Chinese investors seeking capital preservation during domestic deflation; 2) Demand from Japanese investors amid a weak yen; and 3) EM central banks boosting their gold reserves. For more timely investment insights from our research teams, join the MercerInsight® community: bit.ly/4fdUiFt #investing #markets

Gold is touching sky high valuations and breaking records on a day to day basis. It is defying the years long understood negative correlation between Fed Rate and Gold prices. I am sure all of you must have come across various factors driving this rally but if I were to simply state them in a few bullet points: - Gold's status as the reserve metal of the world Institutional Push: - Geopolitical tensions driving the incessant gold purchasing of Central Banks - Reducing Exposure to Dollar Retail Push (also true for Institutional): - Hedge against Inflation Why would it continue: Rising Geopolitical tensions prompting countries and investors to look for safe haven assets. Thus, institutional demand for gold, driven by Central Bank is not going to subside as they are not at all price sensitive (evident by the PBC, RBI, CBRT etc.). Add to that a little sprinkle of polarisation and the de-dollarisation efforts. Would love to hear from you guys on any point that I might have missed. Cheers! #gold #markets

PEAK OF GOLD PRICES. SO WHAT?* The recent peak in gold prices signals several important market trends. One key driver is geopolitical uncertainty, particularly the ongoing tensions in the Middle East and broader global conflicts like the war in Ukraine. These factors increase gold's appeal as a safe-haven asset, where investors seek stability amidst international crises. In addition, monetary policies are playing a significant role. The Federal Reserve is expected to begin cutting interest rates, which traditionally makes non-yielding assets like gold more attractive. Lower interest rates reduce the opportunity cost of holding gold, thereby increasing demand. Other central banks, especially in China and Europe, are also shifting towards monetary easing, further supporting gold’s rise. For investors, this means that gold is likely to maintain upward pressure in the near term as uncertainties continue. However, it is also important to note that periodic corrections could occur as the market adjusts to these new highs. This peak also highlights that gold remains a strong hedge against currency devaluation and inflation, with central banks buying more gold to diversify reserves as faith in traditional currencies like the U.S. dollar weakens. *opinion developed with AI support. (photo source : Real Gold Prices (1960-2024) Voronoi) #gold #peak #prices #trend #human #money

*The head-scratcher trends of Gold prices* The silent northern climb of Gold prices are throwing many inklings defying the usual narrative so far - 1. Accumulation not just by central banks but rather by private and retail investors around the major economies 2. Bizarringly, Heavy cash outs in easiest way of investing in gold i.e. ETF and heavy demand in direct purchases by investors 3. Narrative is changing towards sticky inflation and supposedly the ‘hard landing’ in a highly elevated rate environment (Fed) 4. Geopolitical uncertainty is spicing up central bank buying of bullion and currencies; Gold>USD 5. The Monday, Wednesday, Friday buying clearly indicates sensitivity of ‘hard landing’ fears and nerves around it De-globalisation effect in deeply entrenched globalised world

No such thing as a golden rule 🥇 Copper-to-gold ratio is thought to signal economic growth 📈 vs risk aversion 📉. Some investors look to it as a leading indicator 🪄 for the state of the economy and long US Treasury yields. But lately, something has happened. - Copper going sideways, signaling flat industrial demand / economic growth 🤷♂️ - Gold sky-rocketing, signaling risk aversion 😨 - Long US Treasuries going up, signaling risk taking 🤸 Must be some structural explanation.. 🧐 - Are US Treasuries "losing" their safe-haven status to gold, in the light of high US indebtedness? - EM central banks increasing gold holdings in their reserves (diversification, de-dollarization)? - Sluggish Chinese growth primarily depressing copper prices? #copper #gold #USTreasuries #macro #investing #diversification #trend #sentiment Source: Bloomberg

Commodities Higher and higher Gold futures notched a fresh all-time high on Wednesday at above $2,300 an ounce, continuing a trend that had been seen for most of the past month. Demand has increased despite gains in the U.S. dollar and Treasury yields. Safe havens have also been in the spotlight amid concerns over a widening conflict in the Middle East, as well as bullish sentiment supported by strong physical demand from central banks and retail investors. Traders will closely watch Fed Chair Jay Powell's speech today for further insights into his policy outlook. 

Gold reached a record high following US dollar weakness given increased prospects of rate cuts by the Fed. More broadly over the last 12 months, gold has been supported by: 1) Chinese investors seeking capital preservation during domestic deflation; 2) Demand from Japanese investors amid a weak yen; and 3) EM central banks boosting their gold reserves. For more timely investment insights from our research teams, join the MercerInsight® community: bit.ly/4fdUiFt #investing #markets