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Daily Dispatches
John Reade: China hits the afterburner in gold this month
Submitted by admin on Mon, 2025-04-14 10:21 Section: Daily DispatchesBy John Reade
World Gold Council, London
Monday, April 14, 2025
If there is one statistic about gold that has shocked me today, it was my colleague Ray Jia's comment to me this morning that Chinese exchange-trade funds have seen more gold inflows in the first 11 days of April than in the whole of Q1 2025.
This is second only to the tonnage of gold added by U.S.-listed physically-backed gold ETFs. Gold held by Chinese-domiciled ETFs has increased a stunning 46% year to date. ...
... For the remainder of the analysis:
China offers banks extra gold import quotas as investors flock to the monetary metal
Submitted by admin on Mon, 2025-04-14 09:31 Section: Daily DispatchesFrom Bloomberg News
Monday, April 14, 2025
The People's Bank of China has allocated fresh gold import quotas for some commercial banks, people familiar with the matter said, as Beijing responds to strong haven demand from institutional and retail investors in the face of an escalating trade war.
The central bank typically limits the amount of physical bullion coming into the world's top-consuming market. The additional quotas were allocated last week to meet significantly increased appetite, the people said. They asked not to be named as the decision is not public. ...
Bets increase on a steepening bond market curve amid tariff turmoil
Submitted by admin on Sun, 2025-04-13 16:17 Section: Daily DispatchesBond Market's Steepener Bet Gets Turbocharged Amid Tariff Mayhem
By Michael Mackenzie
Bloomberg News
Sunday, April 13, 2025
A go-to wager in the Treasury market is seeing one of its best runs ever as investors flee long-term U.S bonds amid President Donald Trump's escalating trade war.
In a sign of how Treasuries' status as a global haven during times of turmoil may be fading, rates on longer-term debt soared last week as equities convulsed, turbocharging bets on a steeper yield curve.
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U.S. dollar's haven status under threat, fund managers warn
Submitted by admin on Sun, 2025-04-13 10:39 Section: Daily DispatchesBy Olaf Storbeck, Kate Duguid, and Sam Fleming
Financial Times, London
Saturday, April 12, 2025
The U.S. dollar's status as a haven for global capital is under threat from erratic policymaking and rising trade barriers, fund managers have warned.
On Friday the currency fell to a three-year low against the euro, extending a slide that started last week after President Donald Trump announced steep "reciprocal" tariffs on U.S. trading partners.
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Fed official says central bank is ready to intervene to stabilize -- that is, defeat -- markets
Submitted by admin on Sun, 2025-04-13 10:29 Section: Daily DispatchesHardly a surprise, since the Fed long has been intervening surreptitiously to defeat the gold market.
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Federal Reserve 'Absolutely' Ready to Help Stabilize Market if Needed, Top Official Says
By Claire Jones and Kate Duguid
Financial Times, London
Friday, April 11, 2025
The Federal Reserve "would absolutely be prepared" to deploy its firepower to stabilize financial markets should conditions become disorderly, according to one of the central bank’s top officials.
Jesse Colombo: The Chinese gold mania is here
Submitted by admin on Sat, 2025-04-12 22:54 Section: Daily DispatchesBy Jesse Colombo
The Bubble Bubble Report, Substack
Saturday, April 12, 2025
For several months I have been theorizing and writing about the compelling idea that another major gold surge would be driven by Chinese futures traders coming out of dormancy to propel gold to $3,000 an ounce and beyond.
Remarkably, it now appears that this is exactly what's unfolding.
In this piece, I'll walk you through the background of this fascinating and unfolding theory -- along with the evidence that it's playing out in real time.
On LFTV, Alasdair Macleod explains why China may be behind silver price suppression
Submitted by admin on Sat, 2025-04-12 22:42 Section: Daily Dispatches10:43p ET Saturday, August 31, 2024
Dear Friend of GATA and Gold (and Silver):
Market analyst and economist Alasdair Macleod, this week's guest with London metals trader Andrew Maguire on Kinesis Money's "Live from the Vault" program, explains why he believes that China has been the instigator of silver price suppression and will terminate the scheme soon.
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Apple, Nvidia score reprieve with exemptions from Trump tariffs on goods from China
Submitted by admin on Sat, 2025-04-12 11:22 Section: Daily DispatchesBy Debby Wu, Josh Wingrove, and Shawn Donnan
Bloomberg News
Saturday, April 12, 2025
President Donald Trump's administration exempted smartphones, computers, and other electronics from its so-called reciprocal tariffs, representing a major reprieve for global technology manufacturers including Apple Inc. and Nvidia Corp., even if it proves a temporary one.
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USA Gold: Coins and Bullion Since 1973
Adam Sharp: Bonds break and bullion breaks out
Submitted by admin on Fri, 2025-04-11 21:12 Section: Daily DispatchesBy Adam Sharp
Daily Reckoning, Baltimore
Friday, April 11, 2025
Global markets have reached a day of reckoning. This has been decades in the making. Now massive changes are sweeping the world.
No, what we're seeing in the markets is not "normal."
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Guanajuato Silver Is Reactivating Silver and Gold Mines in Mexico
Alabama reaffirms gold and silver as legal tender
Submitted by admin on Fri, 2025-04-11 17:46 Section: Daily DispatchesFrom the Sound Money Defense League, Eagle, Idaho
Friday, April 11, 2025
Alabama Gov. Kay Ivey has signed Senate Bill 130 into law, reaffirming gold and silver as legal tender. This symbolic victory marks Alabama's latest step toward promoting constitutional sound money in the state.
Sponsored by Sen. Tim Melson and Rep. Jamie Kiel, the Alabama Legal Tender Act recognizes "any refined gold or silver bullion, specie, or coin that has been stamped, marked, or imprinted with its weight and purity" as legal tender in the Yellowhammer State.
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