The "gold bar" Trade in the USA has nearly stopped, with a significant narrowing of the price difference between COMEX and London futures.

Currently, the USA Gold reserves have reached a four-year high, and the ample inventory has reduced arbitrage opportunities; however, the high storage costs in New York may lead to Gold flowing back to London or other areas.

wallstreetcn21:00 ET

USA's rush for Gold has created an 'economic panic'?

Goldman Sachs pointed out that in January, the gold import amount was about 25 billion USD, almost accounting for the entire expansion of the USA trade deficit of 31 billion USD, which has a significant distorting effect on trade data and leads the market to be not bullish on the first quarter GDP growth. Moreover, this portion of imports is usually excluded from GDP calculations, so there is no need for the market to be overly pessimistic.

wallstreetcnMar 3 04:27 ET

Bitcoin Is Struggling In 2025 As Gold Clocks New All-Time High But Here Is The Full Picture

BenzingaFeb 25 02:35 ET

Trump Plans Fort Knox Gold Inspection As Prices Soar Past $2,940: 'If The Gold Isn't There...'

BenzingaFeb 21 03:53 ET

Spot Gold is trending down in the short term! USA Treasury Secretary: There is no intention to reserve Gold, and it will take time to increase the proportion of long-term debt issuance.

Beisent stated that there is no intention to reserve Gold for the sovereign Fund, and reassessing the value of Gold reserves is not on his mind. He also mentioned that only after lowering Energy costs and relaxing regulations, will the proportion of long-term bonds in the issuance of USA government bonds be increased.

wallstreetcnFeb 20 07:39 ET

The Gold Fund is experiencing a surge in investment, with 28 actively managed products in the market having an annual increase of over 10%.

① The expected tariff policy of USA President Trump is one of the key factors for the recent rise in gold prices. ② Currently, the performance levels of Gold ETFs in the market are generally similar, and at the investment side, it is advisable to prioritize Funds that have large scales and small tracking errors.

cls.cnFeb 20 02:04 ET