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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Free AccessGoldman Sachs: What Will It Take For Gold To Shine Again?
Goldman Sachs note that “gold prices have been under pressure recently, as the strong dollar has hurt major gold consumers while investment demand remains split between recession worries and hawkish DM central banks focused on bringing inflation under control. We find that for gold investment demand to build momentum there needs to be a defensive rotation out of equities into bonds. This in its turn requires the market to see evidence of moderation in the Fed tightening pace and shift its focus from tightening to growth risks, in our view. Given our economists' view for a slowdown in US inflation and a slower pace of Fed hiking post the September meeting, we believe the probability of this defensive rotation in the next several months is high. Until then, gold is likely to be highly sensitive to the dollar exchange rate of major gold consumers.”
To read the full story
Sign up now for free trial access to this content.
Please enter your details below.
Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.