Unearthed: Gold’s Next Move – ETFs, China & Investor Sentiment

The following episode was recorded on Wednesday 12 March before gold hit US$3,000/oz on Friday 14 March.

In this episode of Unearthed, World Gold Council’s Senior Market Strategists Joseph Cavatoni and John Reade analyse the latest trends in the global gold market, including its strong year-to-date performance, changing investor sentiment and gold ETF flows. 

They look at what's happening in the key markets around the world, discussing the muted physical demand in North America and Europe, the potential impact of European deficit spending on the gold market, and China’s growing investment demand – particularly the recent policy shift allowing major insurers to allocate assets to gold. 

With macroeconomic forces in flux, Joe and John consider what could drive gold higher to US$3,000/oz and what investors should watch next. 

 

Additional Resources:

Gold Demand Trends Q4/Full Year 2024 

Gold Reserves by Country

 

About World Gold Council

We are a membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. We drive industry progress, shaping policy and setting the standards for a perpetual and sustainable gold market.

You can follow the World Gold Council on Twitter at @goldcouncil and LinkedIn.

 

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