Saxo Bank's Hansen: Dollar Is Biggest Risk to Gold

The video discusses the impact of Trump's election on metal markets, focusing on infrastructure policies and market reactions. It analyzes the gold market, highlighting factors like bond yields and the dollar's strength. The discussion shifts to iron ore, emphasizing China's role in market dynamics. Finally, it explores how currency fluctuations affect industrial metals in China, noting speculative market behavior.

What is one of the key cornerstones of the president-elect's policies that has influenced metal stocks?

• Healthcare reform

• Infrastructure boom

• Tax cuts

• Education policy

Why hasn't gold rallied despite the political changes?

• Overproduction of gold

• Lack of investor interest

• Increase in bond yields and dollar strength

• Decrease in demand

What is considered the biggest risk to gold moving into 2017?

• Decreasing political risks

• Falling bond yields

• Rising inflation

• Strengthening dollar

What factor is crucial for the continuation of the iron ore rally in 2017?

• US economic growth

• Middle East political stability

• European market stability

• China's economic policies

What is the main concern regarding the speculative investments in China's industrial metals market?

• Decreasing global demand

• High production costs

• Creation of market bubbles

• Lack of government regulation

How might a weakening currency in China affect the industrial metals market?

• Increase in speculative investments

• Decrease in metal prices

• Stability in the market

• Reduction in metal exports

What is a potential outcome of speculative retail investments in China's metals market?

• Stable market growth

• Increased market volatility

• Decreased investor interest

• Improved regulatory measures