In this week's Live from the Vault, Andrew Maguire explains how Hong Kong's global gold exchange launch is set to dwarf any previous shift in gold market structure, as China connects 30,000 tonnes of physical gold to international markets.
With Western gold inventories drained by relentless physical demand, Andrew outlines why gold no longer follows interest rates the way it once did - why the current dip is being viewed as an accumulation opportunity by the world's largest buyers.
Send your questions to Andy here: https://www.speakpipe.com/LFTV
Timestamps:
00:00 Start
02:07 Why the recent selloff is short-term noise - and what the charts reveal
07:01 How Asian buyers are using dollar strength to accumulate underpriced gold
11:28 Hong Kong's full global launch in Q1 2027 - what it changes for gold pricing
18:44 Why London's tokenised gold push is a defensive move, not a solution
23:16 How 30,000 tonnes of physical liquidity is being connected to global markets
29:04 China's US Treasury holdings at an 18-year low - where the money is going
35:12 Gold has broken its relationship with real yields - what that signals
41:08 How the SGE launch can front-run paper markets just as Basel III did
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The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.
