Gold Higher Mid-week

Gold prices have been among the key beneficiaries over the first 48 hours of Trump returning to office. With the US Dollar down from recent highs, gold prices have broken out above prior resistance with focus now on a return to all-time highs in coming session. Growing uncertainty and subsequent safe-haven demand are also helping drive gold prices higher here as the world watches with trepidation as Trump signs a slew of executive orders. Early policy changes include pulling out of the Paris climate agreement, withdrawing from the WHO, ceasing foreign aid and blocking Biden’s immigration app at the Mexico/US border.

Safe-Haven Demand

With fears that Trump’s second stint in office will worsen humanitarian crises and exacerbate global geo-political risks, gold prices are rallying firmly mid-week. Despite promises to action a slew of trade tariffs on day 1, Trump’s delay in applying these restrictions has fuelled some unwinding in USD with bulls showing clear disappointment.

Trade Tariffs

Such measures are expected to lead to a stronger US Dollar, as well as boosting inflation, in turn boosting USD further. While Trump has threatened to action tariffs against Mexico and Canada by Feb 1st, current USD price action reflects scepticism with USD unlikely to rally meaningfully until tariffs are applied. As such, gold prices have room to continue higher near-term, particularly while safe-haven demand remains strong.

Technical Views

Gold

The rally in gold prices is gathering steam mid-week with price now above 2,718.88 and fast approaching a test of the 2,789.40 ATH. With momentum studies bullish, focus is on a continuation higher while above 2,718.88.