“Gold Is A Physical Safe Asset” Says Central Bank of Korea

Today’s AM fix was USD 1,703.00, EUR 1,300.79, and GBP 1,057.90 per ounce. 
Yesterday’s AM fix was USD 1,706.75, EUR 1,305.35, and GBP 1,058.65 per ounce.


Cross Currency Table – (Bloomberg)

Gold fell $18.50 or 1.08% in New York yesterday and closed at $1,696.70/oz. Silver slid to as low as $32.66 and finished with a loss of 1.88%.
Gold futures selling after midnight in New York, when European and American traders are away and Tokyo's gold trading is quiet after lunch, drove prices down $10/oz in only one minute. More than 3,000 gold-futures contracts changed hands at 12:47 a.m. New York time, and the market's quick slide triggered an automatic, 20-second trading halt in February gold futures, said the operator of the Comex.

According to Dow Jones, preliminary exchange data showed that trading volume from 12 until 1am was over 6 times the average of the last month.


Gold has recovered from the fall yesterday and overnight and is tentatively above $1,700/oz.

There was no fundamental driver of the price falls yesterday or today. It may have been momentum traders selling as the short term trend is now down. Yesterday stop losses were breached at $1,710 & $1,700 which led to further falls.

Support is now at the early November lows of $1,673/oz – seen just before Obama’s election.

The stalemate between the US Congress and the White House has some players waiting on the sidelines.
Important on the horizon is the Fed meeting next week December 11 and 12th, the latter including a summary of economic projections and a press conference by the Chairman. In the minutes released after the last meeting, the US Fed layout a threshold strategy where the Fed would maintain near zero interest rates based on an economic variable such as employment rates at 7.5%. 
The crux of the issue FOMC members is deciding whether that variable should be given with numeric or verbal guidance. Since, Operation Twist is expiring at the end of the year; information is necessary as to when it will be replaced with QE4.

The Bank of Korea increased gold reserves 20% last month to diversify investments, boosting holdings for the fourth time since June 2011 and underscoring increased demand by central banks according to Bloomberg.
The bank added 14 metric tons in November, bringing the total to 84.4 tons, the bank said in a statement today. By value, holdings increased about $780 million to $3.76 billion, equivalent to 1.2% of total reserves, the bank said.

“Gold is a physical, safe asset,” the Bank of Korea said in the statement. The precious metal “is a way of diversification, which helps reduce investment risk in terms of foreign-exchange reserves management,” it said.

The Bank of Korea bought 16 tons in July, 15 tons in November 2011 a further 25 tons over a one-month period from June to July last year.

Gold 1 Year – (Bloomberg)

Russia Favors Gold Over Sovereign Bonds

Russian Finance Minister Anton Siluanov speaking to reporters yesterday said that gold is seen by Russia’s central bank as a “rather stable” asset amid global monetary easing.
The world’s biggest energy exporter saw gold and foreign exchange reserves rise to $524.3 billion in the week to Nov. 23 from $522.2 billion a week earlier.
At the end of 2011, Russian foreign exchange reserves (including monetary gold, special drawing rights, reserve position at the IMF and foreign exchange) were at $498.6 billion.
They remain the world’s fourth biggest after China, Japan and Saudi Arabia. More than 41 percent of its currency reserves were in euros as of Sept. 30 but the Russia central bank is gradually reducing its exposure to the dollar and the euro.
Silver 1 Year – (Bloomberg)

Separately, China and Russia pledged to further strengthen their economic and financial cooperation at a bilateral dialogue between the two countries' said finance ministers on Monday.