Standard Chartered Plc analyst Suki Cooper spoke to Bloomberg TV earlier
- Investors are looking at gold again as a perceived inflation hedge
- Not seeing investors necessarily positioning gold just yet as an inflation hedge
- But in period when core PCE is above 5%, returns in gold can be very strong
Cooper also chipped in a little on silver arguing that silver could outperform and that the gold-silver ratio could tilt in silver's favour moving forward.
The good old inflation-gold debate isn't something new, I remember talking about it either at the end of last year or at the start of the year. But as mentioned by Cooper, the market isn't buying into the story just yet.
