Trump: Relationship With China Has Been Good

As noted in this space prior breaking down reports from Goldman Sachs, Soc Gen, and others over the last three years; the following can be restated: China's central bank and related entities appear to be buying far more gold ( up to 10x more) than they officially report, creating a large and opaque source of demand that is closely tied to a broader effort ...

Robust physical demand for platinum and silver has highlighted the fragility of global supply chains. While the gold market has not seen the same kind of disruption, it may not be immune to similar volatility, according to one investment bank. In their latest report, commodity analysts at Société Générale said they are closely watching official-sector gold ...

Gold isn’t trading like a commodity anymore. It’s trading like a confession — the closest thing markets have to a whispered admission that the old reserve architecture is buckling under the weight of a new geopolitical cycle. And the FT just confirmed the part everyone suspected but couldn’t publicly say: China isn’t buying a little more gold than it ...