
Gold’s 2025 Outlook: Secular Strength Amidst Potential Choppiness
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Housekeeping: Good Morning.
“The Gold reset is a process, not an event”
Today
* Discussion: CPI Prep
* Premium: Gold’s 2025 Outlook: Secular Strength And Potential Choppiness
Discussion:
Normalizing Higher Inflation
Goldman Sachs CPI Preview
We expect a 0.25% increase in December core CPI (vs. 0.2% consensus),corresponding to a year-over-year rate of 3.27% (vs. 3.3% consensus). There are three key component-level trends we expect to see in this month’s report.…[among those] we expect a slight acceleration in…
The skinny
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