Thursday, February 05, 2026

MORE VOLATILE GOLD PRICES | Mohamed A. El-Erian @elerianm

This chart from the Financial Times illustrates the significant ongoing volatility in precious metals, 

. . .speculators have effectively sidelined institutional investors for the time being. 

 
 
Gold is currently trading down 5%, while silver has slumped 10%. 
 
The pressing question is how long this speculative shakeout will last—and just how much damage we should expect. 
  • All we know for sure is that the extraordinary rise in the prices of both, while driven by fundamental factors, attracted lots of speculators. 
  • Meanwhile, oil prices have also fallen, with Brent down 5%, following a slight cooling in the fundamentally tense relations between Iran and the US. #economy#markets#oil#gold#silver

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