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Gold to consolidate before climbing to $2800

21. April 2023, by Ron William

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Bullion surge during the March panic, igniting a renewed flight to safety. monthly and quarterly close in history! The yellow metal retested its $2k glass-ceiling, after extending gains by +25% from last year’s trend extremes (Figure 1), while also generating its highest monthly and quarterly close in history.

What next? Price action remains at a critical point, with the $2000 mark serving as a key psychological level, evidenced by the prior spike highs of March 2022 and August 2020. Moreover, according our technical ranking model (Figure 2), gold outperforms vs. World equities, notably USA & China, in addition to other cross-assets. However, short-term momentum is now waning.

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Gold’s more resilient and broader rising tide is found across a basket of key FX rates, led by ZAR an JPY (Figure 3), which is partly a reflection of case-specific FX volatility. Interestingly Gold/USD is one of the weakest outperformers, despite USD’s YTD depreciation of 5% (Figure 4).

From a macro perspective, broad gold strengthcontinues to highlight the necessary FIAT hedge, as global debt levels balloon. In fact, historica...

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