Kevin Warsh Signals September Rate Hike, Sending Gold Prices into a Sharp Late-Week Slide
Gold prices experienced a volatile week, ultimately closing at $4,455 per ounce after a significant late-week decline. The downward momentum was primarily driven by Fed Chair Kevin Warsh, who used his Jackson Hole speech to reinforce a hawkish stance on inflation and signaled a likely interest rate hike in September. Prior to the speech, gold had reached a weekly high of $4,697.66. However, the hawkish tone from Kevin Warsh pressured non-yielding assets, causing the metal to drop well over 1% in the hours following his remarks. Market analysts remain divided on the long-term outlook. While some experts, such as Marc Chandler, anticipate further losses toward the $4,500 level, others like James Stanley remain bullish, citing the lack of government borrowing reductions as a fundamental driver for gold. Despite the immediate pullback, many analysts suggest the dip is a healthy correction. Several experts, including Alex Kuptsikevich, believe the late-week selloff cleared a path for future upward momentum, as the global appetite for assets outside the dollar zone remains strong.
Sources
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Wall Street ends lower after Fed Chair Warsh reaffirms inflation fight
Reuters
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Markets Brace for Possible Rate Hike After Kevin Warsh’s Hawkish Turn
WSJ
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Inflation data 'concerning': Fed chair Warsh signals rates may need to rise
The Times of India
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Marshmallows and monetary policy
UBS
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Wall Street holds out hope for gold despite fall to $4,445/oz, Main Street pares bullish majority with payrolls now in focus
KITCO