2013: Gold to lose its lustre

Consensus said:

Goldman Sachs forecasts 3 month rate rise to $1,850 per ounce on 21st January

We said:

We downgrade gold to 0 from +1, mirroring our one-notch downgrade for US Treasuries. Still-negative real yields and any lingering euro sovereign concerns should support investor demand for gold, but political will to hold the euro together until after the German elections has reduced gold's safe haven appeal. (LSR Asset Allocation 18th January 2013)

Outcome:

Gold price falls 29% from $1,657 on 1st January 2013

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