Jeff Christian – 4 Key Factors When Analyzing Gold – Interest Rates, Inflation, Geopolitics, and Investment Demand
Jeff Christian, Managing Partner at the CPM Group joins us to share the 4 main catalysts for moving gold prices. These catalysts are geopolitics, interest rates, inflation and overall investment demand. We dive into each of these catalysts and where they are going.
We start with geopolitics, specifically the war fears over Russia and Ukraine. From this topic we move to interest rates and inflation. These are usually tied together in the “real interest rate” narrative. Finally we spend a bit more time on the investment demand from different types of investors. This is an important topic to understand as major buyer have different strategies depending on price moves.