The EPFR Exchange Podcast

Episode 113: Federal Reserve, Gold, and China

December 05, 2022
The EPFR Exchange Podcast
Episode 113: Federal Reserve, Gold, and China
Show Notes

Cameron and Kirsten talk about the optimistic vs pessimistic viewpoints taken from Federal Reserve Chair Jerome Powell’s speech this past week and, in turn, which riskier asset classes investors shied away from. Gold Funds have snapped a 20-week outflow streak, taking in fresh money for two straight weeks, hinting at how investors are gauging when things will change. And despite the rhetoric on challenges facing China, a significant number of investors believe that there will be a relaxation of the strict Covid lockdowns and have been positioning themselves for this major rebound over the past six months.