OPEC Will Make a Production Cut: UBS's Gordon

The transcript discusses the potential for OPEC to cut oil production, which could raise oil prices. It highlights the economic reliance of OPEC countries on oil revenues and the pressures they face. The possibility of countries cheating on production agreements is also explored, along with the impact of the dollar and gold prices on oil. The discussion includes the influence of US interest rates and economic data on gold prices.

How does the relationship between the dollar and oil prices affect the market?

What role do real interest rates in the US play in the gold market?

What are the implications of the Fed's dovish stance on gold prices?