Sign up to save your podcasts
Or
Share Global Commodities: Gold gains as upcoming US election restokes the “debasement trade”
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Global Commodities: Gold gains as upcoming US election restokes the “debasement trade”
The BCOM Precious Metals Index has continued its year-to-date rally in October, gaining nearly 4% so far this month despite higher US yields and a stronger US dollar. The continued outperformance in gold and silver comes as markets price in greater odds of a Trump presidency and possible Republican sweep, fueling precious metals length as a hedge against the potential for amplified US fiscal concerns, inflationary concerns and geopolitical/trade tensions. In this Commodities edition of the At Any Rate Podcast, Greg Shearer, head of base and precious metals research, discusses the key takeaways from the 2024 LBMA/LPPM Global Precious Metals Conference and shares an update on the precious markets as we approach the upcoming US election.
Speaker:
Gregory Shearer, Head of Base and Precious Metal Research
This podcast was recorded on 25, Oct. 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4819507-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
View all episodes
By J.P. Morgan Global Research
4.2
7272 ratings
The BCOM Precious Metals Index has continued its year-to-date rally in October, gaining nearly 4% so far this month despite higher US yields and a stronger US dollar. The continued outperformance in gold and silver comes as markets price in greater odds of a Trump presidency and possible Republican sweep, fueling precious metals length as a hedge against the potential for amplified US fiscal concerns, inflationary concerns and geopolitical/trade tensions. In this Commodities edition of the At Any Rate Podcast, Greg Shearer, head of base and precious metals research, discusses the key takeaways from the 2024 LBMA/LPPM Global Precious Metals Conference and shares an update on the precious markets as we approach the upcoming US election.
Speaker:
Gregory Shearer, Head of Base and Precious Metal Research
This podcast was recorded on 25, Oct. 2024.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4819507-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
More shows like At Any Rate
View all
Exchanges
978 Listeners
Bloomberg Intelligence
407 Listeners
Bloomberg Surveillance
1,176 Listeners
Notes on the Week Ahead
194 Listeners
Wall Street Breakfast
1,028 Listeners
Eye On The Market
285 Listeners
UBS On-Air: Market Moves
178 Listeners
Making Sense
59 Listeners
Thoughts on the Market
1,291 Listeners
Wall Street Week
60 Listeners
Global Data Pod
27 Listeners
FICC Focus
30 Listeners
The Macro Trading Floor
219 Listeners
The Markets
76 Listeners
The Credit Edge by Bloomberg Intelligence
26 Listeners