Andres Karlsson
Markets
Bullion flows, real yields and official-sector demand. Prefers positioning data to narrative.
Published reports (16)
- Markets / August 10, 2026
Gold's best week in eight months is a positioning story
- Markets / August 9, 2026
Jefferies: gold's path hinges on real-yield direction
- Markets / August 8, 2026
PBOC's gold buying streak hits 21 months, and gets bigger
- Markets / August 6, 2026
Hong Kong's bullion hub ambitions meet London's limits
- Markets / August 3, 2026
Standard Chartered: Q1 gold demand weakness was a revision
- Markets / July 30, 2026
Gold demand: flat volume, record value, ETF outflows
- Markets / July 29, 2026
Real yields, the Fed, and gold's case into Q4
- Markets / July 21, 2026
Recycled gold is the quiet ceiling on this rally
- Markets / July 9, 2026
The case for a domestic gold purchase scheme
- Markets / June 18, 2026
Gold above $4,000: wide margins are now the risk
- Markets / May 6, 2026
Gold at $4,000: reading the 2026 tape without hype
- Markets / April 18, 2026
Central banks are still buying: gold's quiet bid
- Markets / March 11, 2026
Silver's industrial story: solar, AI and a deficit
- Markets / March 5, 2026
Lithium's slow floor: curtailments catch up with price
- Markets / February 11, 2026
Gold overtakes coffee as Uganda's top export
- Markets / January 22, 2026
Uganda's gold exports hit $5.8bn in 2025
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