gold
Most commentary was bullish on gold as a reserve asset, portfolio hedge and beneficiary of liquidity, debt monetisation, negative real rates and declining trust in dollar- and bond-based markets 2591526. Several speakers described a secular regime shift toward greater official and private gold allocations, potentially including gold’s use in settling trade imbalances 1024. However, views differed on timing and price: some expected further gains toward $5,000-$6,000 or higher 342024, while others expected sideways trading or maintained a long-term bearish view after the earlier peak 172230.
Where the voices land
All voices 2 voices2 bullish
Bullish
- TRTrinhBullish Gold benefits as a negative-yielding asset, with the CPI print and Fed reaction function the key drivers. “Gold loves it, as it is negative yielding so US CPI and perhaps the Fed reaction function to it will be key.” Open the post Good morning Asia, CPI tonight, hello gold. I s… · 10 Aug
Strongly bullish
- JCJeffrey Currie ++Strongly bullish Currie says he got long gold last week. “I got long gold, silver and agriculture last week.” Open the post Wake up, folks. Commodities are telling you some… · 20 Aug
2 bullish
Mentions
105 in August 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Luke Gromen 20 mentions
- Jack Farley 12 mentions
- Jurrien Timmer 10 mentions
- Blake Morrow 9 mentions
- Gary Bohm 8 mentions
- Tracy Shuchart (𝒞𝒽𝒾 ) 8 mentions
- jeroen blokland 7 mentions
- GoldRepublic Global 5 mentions
See what your own voices say about gold, every morning.
Start a desk