Big Take Asia What’s Driving The Rush to Invest in Gold
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Oct 17, 2025 Jack Ryan, a Bloomberg commodities and precious metals reporter, dives into the surging demand for gold amidst geopolitical tensions, particularly between the US and China. He explores how gold acts as a safe haven during financial uncertainty and discusses current trends in central banks increasing their gold reserves. The conversation touches on why silver is also gaining traction and how rate cuts make gold more attractive. Ryan reflects on historical gold rushes and warns about potential risks while analyzing future price predictions.
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Gold As A Trust Barometer
- Gold acts as a barometer for geopolitical and financial trust, rallying when trust in currencies or institutions falters.
- Central banks stepped up gold buying after foreign reserves were frozen, seeking assets that cannot be seized if held domestically.
New Heavyweight Buyers
- China, India, and several Eastern European countries have aggressively expanded official gold reserves.
- These buyers are non-Bretton Woods economies building reserves to match historic western hoards.
Fed Signals Fuel Gold Demand
- Perceived attacks on Fed independence and hints of rate cuts boost gold by reducing returns on cash and bonds.
- Lower interest rates make non-yielding gold relatively more attractive to investors.