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18.11.25 - 02:42
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FT Confirms Our Report From 2024 That China Is Buying 10x More Gold Than Officially Disclosed (ZeroHedge)
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FT Confirms Our Report From 2024 That China Is Buying 10x More Gold Than Officially Disclosed
One year ago, Goldman's precious metal analyst Lina Thomas made the case that gold would rise to $3000 by the end of 2025 (it ended up rising more than $1000 higher) as a result of relentless central bank purchases in general, and thanks to China's ravenous appetite for gold in particular. The bank promptly got pushback on this thesis, with skeptics countering that it is unlikely that gold will manage to keep its ascent at the same time as the dollar rises to new record highs, one of the largest consensus Trump trades.
In response, Thomas also - correctly - pushed back, writing that she disagrees with the argument that "gold cannot rally to $3,000/toz by end-2025 in a world where the dollar stays stronger for longer", for four reasons:
First, it will be US policy rate that drives investor gold demand, with no significant additional role for the dollar.
Second, Thomas disagreed with th...
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18.11.25 - 01:42
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Goldman Sachs revisits gold price forecast for 2026 (The Street)
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Gold prices have retreated recently, raising questions about whether we are nearing the end of the yellow metal's impressive rally this year. After surging to all-time highs near $4,400 per ounce in October, the precious metal retreated below $4,000 per ounce in late October. Since then, it has ......
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17.11.25 - 23:06
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October gold imports surge makes up for H1 deficit (Times of India)
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Indian consumers, initially hesitant due to rising prices, significantly boosted gold imports in October following a GST rate reduction, recovering from a first-half deficit. Silver imports also surged, driven by increased industrial demand and higher international prices, with both metals seeing a notable spike attributed to festival and wedding season purchases....
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17.11.25 - 19:51
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Gold: Am Donnerstag wird’s spannend (Der Aktionaer)
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Im Gegensatz zu den letzten Wochen präsentieren sich sowohl der Gold- als auch der Silberpreis am Montag wenig volatil. Das dürfte sich allerdings gegen Ende der Woche ändern, wenn wichtige Wirtschaftsdaten nachgereicht werden. Denn diese könnten bereits über den nächsten Schritt der US-Notenbank entscheiden....
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