CICC: Gold investment demand and prices may both have room for upward correction

MeNews · 2026-04-05T09:24:51+00:00

CICC research reports indicate that the US-Iran conflict has driven up oil prices, and market expectations of Federal Reserve rate cuts have led to gold ETF sell-offs. The Middle East situation affects the oil and gold markets, and in the future, there may be opportunities for investment demand and price recovery upward.

MeNews

2026-04-05 09:24:51

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ME News message, April 4 (UTC+8). A research report from CICC said that the U.S.-Iran conflict has caused a sharp jump in oil prices; the “inflation” risk is taking precedence, and market expectations for the Federal Reserve’s rate-cut path have changed. This has brought selling pressure to the gold ETFs that were increased in holdings more heavily last year, while the liquidity shock has also helped drive a short-term pullback through the futures and options market. At present, the geopolitical situation in the Middle East may be moving into a critical window. Oil prices are facing a choice between upside and downside, and the pricing focus of the gold market may shift toward assessing how supply shocks affect “stagnation.” The already partially priced-in rate-hike expectations may need to be revised. Looking ahead, CICC believes that whether it is an oil-price pullback after a downgrade in geopolitics, a shift of monetary policy back toward a more accommodative direction, or supply shocks that worsen recession pressure and highlight gold’s safe-haven value, both gold investment demand and prices may have room for upward recovery. (Source: PANews)

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