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Gold closed at a new record-high of $2,178 on Friday after trading above $2,200 briefly. Scope for additional gains will increasingly rely on macro trends, economists at TD Securities say.
The risk-reward in Gold markets has deteriorated following the sharp rally.
Macro traders still appear somewhat underpositioned for a Fed cutting cycle, but the striking dislocation in their positioning relative to rates market pricing has now largely dissipated with markets expecting fewer cuts and as discretionary traders were forced to cover a large chunk of their net short.
The extreme buying activity from Shanghai traders also appears to be running out of steam.
Gold prices can still firm further, but the additional gains will now rely more heavily on macro tailwinds, which dampens the risk-reward from current levels.
风险提示：本文所述仅代表作者个人观点，不代表 Followme 的官方立场。Followme 不对内容的准确性、完整性或可靠性作出任何保证，对于基于该内容所采取的任何行为，不承担任何责任，除非另有书面明确说明。
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