Swiss Asia Capital's CIO on Gold, Oil

The video discusses the current state of global markets, highlighting tight monetary conditions and widening credit spreads. It examines the gold market, noting the impact of dollar strength and the mining sector's performance. The discussion shifts to oil, explaining how sentiment and the Shanghai market influence prices, with a focus on the shift of physical trade to the East.

What is one of the main challenges faced by companies in the current credit market?

• Stable interest rates

• High interest rates

• Low interest rates

• Decreasing interest rates

What factor is contributing to the lack of enthusiasm in the gold market?

• Low demand for gold

• High mining costs

• Strong dollar

• Weak dollar

How is the physical gold market described in the context of COMEX contracts?

• In contango

• Volatile

• In backwardation

• Stable

What is the primary driver of oil prices according to the discussion?

• Government policies

• Technological advancements

• Sentiment

• Supply and demand

What significant change is occurring in the oil market due to the Shanghai market?

• Stability in oil prices

• Decrease in oil production

• Shift of physical trade to the East

• Increase in Western paper contracts