Commodity Trade Mantra

Posts Tagged ‘Gold Trade’

How China will Continue to Gain Influence in the World Gold Market

The gold market will soon be very different than from what we see today, largely due to the current developments in China. China’s influence will impact not just gold investors but everyone who has a vested interest in the global economy, stock markets, & US dollar. The Chinese understand that owning gold means economic power, & are accumulating both at a rapid rate.

Kiss the Gold Bear Goodbye (But Wear a Helmet). . .

Wasn’t it only six weeks ago that the Sovereign Wealth Funds were dumping the gold and silver miners as if they were Fukushima waste ponds? The COT has once again sounded the alarm for CAUTION as the short position held by Commercials is now 5,431 contracts LARGER than in mid-October of last year just before they took it down $150 per ounce in six weeks.

Gold is About to Get Volatile – Hang on Real Tight!

The gold trade is getting crowded right now. It’s already led to some serious volatility. And there will be plenty more. Is this trade about to overheat and blow up in your face? Even with a big, fat trend change like what we’re seeing in gold, the gains aren’t automatic. It’s important to keep your head on a swivel and periodically take some cash off the table if we get overextended here.

The Gold Silver Ratio at 80 - Higher than it has been since 2008

Silver just got cheaper when measured in gold terms. The dollar and silver are both going down now—in gold terms. We think that what’s happening is that the price of silver metal is selling down, and every time the carry rises to a threshold, arbitrageurs are buying spot to sell futures and pocket that spread.

The World Is Hoarding Gold: "This Was Just A Taste Of What's To Come"

We know that the smart money including major global players like George Soros & Carl Icahn are gobbling up all the gold they can get their hands on. When the rush for the exit in global equities starts, there will be an equally panicked rush into safe haven assets. What the line of people lined up to get their hands on physical gold will look like on a global scale & what it will do to gold prices.

Is It Finally Time to Buy Gold? Here's the Answer...

Why is everyone getting whipsawed by gold these days? With all the new talk of no rate hike until 2016, more easing across the globe & hints of negative interest rates coming soon, it’s really no surprise that gold speculation (in both directions) is heating up right now. What gold is experiencing so far is a bear market rally, with no clear signal as a longer-term trade.

Did the PBOC Covertly Buy 1,747 Tonnes of Gold in London?

Does the PBOC buy 400-ounce Good Delivery bars in London & covertly transport these gold bars to its gold vaults in China mainland, or are they shipped to Switzerland, refined into 1 Kg 9999 gold bars, sent forward to Chinese mainland where they’re required to be sold through the SGE gold exchange, from where they can be bought by the PBOC?

China Creates World's Largest Physical Gold Investment Fund For Central Banks

China’s new international gold fund expects to raise 100 billion yuan or $16 billion. About 60 countries have invested in the fund, which will in turn facilitate gold purchase for the central banks of member states to increase their gold holdings. The new project marks another step forward in the internationalisation of the Yuan.

Indian Gold Imports Exploding In March

March has not even ended, though preliminary data indicates India has already imported over 130 tonnes of gold this month. A conservative estimate suggests total gross import can reach 150 tonnes this month. A new scheme the India government is looking at to obstruct gold import is through monetizing gold.

January Sees Largest Gold ETF Inflows Since Summer 2012

January saw the largest inflows in gold ETFs since the summer of 2012. Part of the allure has been the fact that interest rates in many countries around the world are now negative, a consequence of central banks’ easing policies. Gold imports by India are expected to surge this year as the government has eased curbs on overseas purchases.

Answers To Tough Questions on Gold from Investors

Central bankers have painted themselves into a corner & there is no easy exit from their policy mistakes. Since these issues have not been dealt with effectively & political leaders show no sign of doing so, systemic risk has greatly increased. Sooner or later there must be a reckoning – A major reason why I haven’t given up on gold.

Turkey's "200 Tons Of Secret Gold" Trade With Iran

Turkey’s Oil-for-Gold ‘deals’ included classic money-laundering techniques of over-invoicing & false invoicing. The network spanned Turkey, China, Dubai & Iran & the exposure of this scheme won’t slow Turkey’s manipulation. It’s trade balance continues to fluctuate unpredictably as gold stocks flow out of the country in bursts.

Are The London Gold Vaults Running Empty?

The unprecedented demand for gold from China, in 2013, was being supplied to by the UK. So how much floating supply of physical gold is there left in London? Kenneth Hoffman states that the London gold vaults were virtually empty in December 2013. Are the last bars being moved out at this very moment?

Gold Trade Numbers In 2013 Broke All Records

In 2013 we’ve experienced the kind of extreme buying power China is able to unleash on the physical gold market. Chinese wholesale demand in 2013 was 2200 tons & this excluded PBOC purchases. Let’s have a look on what actually happened & how much gold was distributed across the globe.

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