Research scope
Physical demand and supply structure
Central banks, rates and the US dollar
Differences between physical gold and investment products
Data & methodology
Dated industry and central bank sources. Observed relationships are separated from causal claims and future scenarios.
Official statistics, central bank data, industry reports and dated product documentation.
Opportunities and limitations
Clarifies the main market drivers and differences between forms of exposure.
Large price swings, currency risk, storage costs and roll losses in futures-based products.
Deliverables
PDF market report with driver matrix, sources, scenarios and product-specific cost overview.
Reports are available in German or English. Confidential data, additional data licences or interviews are included only by express agreement.
FAQ
What exactly is examined?+
Physical demand and supply structure; Central banks, rates and the US dollar; Differences between physical gold and investment products.
Is this a completed report to download?+
No. This is a prepared service offering. Subject, data cut-off, scope, price and delivery date are agreed before research is commissioned.
How reliable is the result?+
Gold generates no ongoing cash flow. Storage, spreads and currency can affect outcomes.