Join Chris Irwin, Head of FX and Precious Metals Trading Asia, and Norbert Ruecker, Head of Economics & Next Generation Research at Julius Baer, as they offer expert analysis and insights on the key factors shaping the markets for gold and oil.

00:19 Introduction

00:41 Our gold and oil forecast

01:55 Are geopolitics flare ups driving up gold prices?

2:52 Asia and Western demand

3:46 The impact of central bank gold holdings

5:04 Why has gold continued to rise despite China’s pause in gold purchases

6:02 Speculative gold positioning

7:18 Significant redemptions in Western ETFs

8:15 Where can gold go in a rate easing cycle?

9:25 Recession risks

10:20 Geopolitical noise impacting oil

11:00 Escalating conflict – where can oil go?

12:42 China’s stimulus – is there upside for oil?

14:01 The supply and demand picture

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