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Gold's $3,500 Question - Can Uncertainty Push Prices Higher?

StoneX
3.89K subscribers
604 views 3 months ago
Fiona Cincotta speaks with Rhona O’Connell, StoneX Head of Market Analysis for EMEA and Asia, about the driving forces behind gold’s surge. They discuss how central banks are scooping up gold, the dislocation between London and COMEX delivery, and why refiners in Switzerland are working around the clock. Discover what tariffs, geopolitical tensions, and inflation concerns mean for the gold market, and whether prices could reach new record highs. https://www.stonex.com 0:00 Intro 0:25 Key drivers of gold's rally 1:07 Central bank gold buying impact 2:16 Outlook for continued central bank buying 2:51 Inflation concerns and tariffs 3:59 Tariffs, inflation, and stagflation risks 4:44 Tariffs on gold and reserve asset status 5:11 Gold market dislocation and CME regulations 6:37 Surge in COMEX gold inventories 7:48 Refining bottlenecks and delivery delays 8:34 Potential changes to gold delivery rules 9:06 Risks that could lower gold prices 9:42 Outro – like & subscribe ...more
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Gold's $3,500 Question - Can Uncertainty Push Prices Higher?
N/ALikes
604Views
Apr 22025
Fiona Cincotta speaks with Rhona O’Connell, StoneX Head of Market Analysis for EMEA and Asia, about the driving forces behind gold’s surge. They discuss how central banks are scooping up gold, the dislocation between London and COMEX delivery, and why refiners in Switzerland are working around the clock. Discover what tariffs, geopolitical tensions, and inflation concerns mean for the gold market, and whether prices could reach new record highs. https://www.stonex.com 0:00 Intro 0:25 Key drivers of gold's rally 1:07 Central bank gold buying impact 2:16 Outlook for continued central bank buying 2:51 Inflation concerns and tariffs 3:59 Tariffs, inflation, and stagflation risks 4:44 Tariffs on gold and reserve asset status 5:11 Gold market dislocation and CME regulations 6:37 Surge in COMEX gold inventories 7:48 Refining bottlenecks and delivery delays 8:34 Potential changes to gold delivery rules 9:06 Risks that could lower gold prices 9:42 Outro – like & subscribe

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StoneX

3.89K subscribers