Gold as the primary hedge for macro concerns
The bull case argued for gold as the preferred store of value and hedge against geopolitical risk, de-dollarization trends, and global fiscal concerns, with central bank buying and physical repatriation cited as key drivers.
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The Callback
Physical supply tightness drives structural precious metals bull case
56 weeks between these two statements.
The bull case made for gold is that central bank buying, loose global monetary policy, and investor underweighting will drive it to new all-time highs.
The bull case argued for gold as the preferred store of value and hedge against geopolitical risk, de-dollarization trends, and global fiscal concerns, with central bank buying and physical repatriation cited as key drivers.