Central banks are accelerating gold purchases, continuing a decade-long de-dollarization trend across emerging markets. That sustained reserve reallocation is supportive for gold prices, may reduce dollar reserve share, and could increase volatility in FX and commodity markets; monitor EM FX and reserve-sensitive sovereigns and consider overweight exposure to gold or related exposures.
Central banks are accelerating gold purchases, continuing a decade-long de-dollarization trend across emerging markets. That sustained reserve reallocation is supportive for gold prices, may reduce dollar reserve share, and could increase volatility in FX and commodity markets; monitor EM FX and reserve-sensitive sovereigns and consider overweight exposure to gold or related exposures.
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mildly positive
Sentiment Score
0.15
