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The David Lin Report
Will Gold, Silver Price Crash In 2025 Under Trump 2.0? | Nicky Shiels
Dec 4, 2024
Nicky Shiels, Head of Research & Metals Strategy at MKS PAMP, shares her insights on the future of gold and silver amidst shifting economic landscapes. She delves into how a potential Trump administration could impact U.S. inflation and the dollar. The conversation highlights evolving gold demand, especially in China, contrasting physical ownership with financial products. Shiels also discusses fluctuating prices, forecasting scenarios for both gold and silver, while reflecting on historical investor anxieties and the geopolitical factors influencing current markets.
26:44
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Quick takeaways
- Tariffs can temporarily strengthen the U.S. dollar, negatively impacting gold and silver, but may lead to a weaker dollar long-term.
- Inflationary pressures and central bank purchases are key drivers of gold and silver prices, indicating potential for significant future increases.
Deep dives
Impact of Tariffs on Currency and Commodity Prices
The discussion on tariffs reveals their potential influence on the U.S. dollar and broader commodity prices. Initially, tariffs may create a bullish scenario for the dollar, leading to a short-term headwind for commodities such as gold and silver. However, the underlying strategy could involve using tariffs as a bargaining tool, potentially resulting in a weaker dollar in the long run. This dynamic suggests that while immediate effects may be felt, the macroeconomic consequences will unfold over time, significantly affecting commodities.
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