News

Gold prices rebound slightly as markets eye US-China trade talks after UK deal

Gold prices rose in Asian trade on Friday, rebounding slightly from two days of sharp losses, as investors weighed the impact of the U.S.-UK trade framework deal and cautiously awaited upcoming China trade talks.

Gold fell in early Asia hours, but reversed course to edge higher, as analysts were sceptical about further de-escalation post the UK trade deal.

As of 01:44 ET (05:44 GMT), Spot Gold rose 0.4% to $3,320.95 per ounce, while Gold Futures expiring in June gained 0.5% to $3,329.24 an ounce.

The yellow metal was set to jump more than 2% this week, as investors saw increased violatlity, with prices gaining sharply at the start of the week on new U.S. tariff threats on pharma and foreign-made movies.

Big Picture

Metals Bullish

  • Gold to profit as bonds are no longer a safe haven
  • China’s green push to boost green metals demand
  • Rising inflation expectations and the Fed’s pause create an ideal storm for Gold
  • Gold has kept up with inflation and has increased over that
  • Monetary policy has become restrictive enough and is unravelling the growth story
  • Gold miners’ pain may be bullion investors’ gain
  • Silver supply inadequate amid monstrous industrial and investment demand
  • Interest rate cuts to boost Gold
  • Summer sweet spot for Silver
  • Gold should benefit from negative real yields in Q2
  • Anyone say stagflation? Gold has more to go
  • US recession risks to keep Gold well in demand
  • One of the warning signs of a collapsing currency would be a spike in Gold prices

Metals Bearish

  • Silver should be scared of a slowdown
  • It is becoming increasingly difficult for Gold to compete on yield
  • March is seasonally weak for Gold
  • Nickel surplus to build
  • Macro headwinds to keep pressure on Copper prices
  • S&P 500’s suffering should weigh heavily on the Gold price
  • Aluminium faces macroeconomic headwinds
  • Recession in Europe and persisting problems in China’s property sector to heavily impact iron ore demand
  • While inflation refuses to go away, gold refuses to go up
  • FOMC Minutes don’t offer any hope for gold
  • Every news is bad news for gold
  • Strong dollar weighs on gold
  • Demand for gold as insurance against inflation promises to decline

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