Updated
Updated · Kitco NEWS · Jun 25
Garner Sees Gold Falling to $3,600-$3,700 as Stronger Dollar Policy Threatens Bull Market
Updated
Updated · Kitco NEWS · Jun 25

Garner Sees Gold Falling to $3,600-$3,700 as Stronger Dollar Policy Threatens Bull Market

3 articles · Updated · Kitco NEWS · Jun 25

Summary

  • Gold could keep correcting from around $4,000 an ounce and find a durable bottom near $3,700-$3,600, market strategist Carley Garner said.
  • Kevin Warsh's push to shrink excess liquidity and strengthen the U.S. dollar could undercut gold's core appeal as a hedge against currency debasement, she said.
  • Garner expects speculative money to keep unwinding across risk assets, with U.S. Treasuries and the dollar drawing flows instead on 4%-5% yields and safety demand.
  • At $4,350-$4,400 gold, she would favor downside exposure through a cheap $3,600/$3,800 put spread rather than an outright short, citing still-expensive options and summer trading weakness.

Insights

Could a new geopolitical crisis shatter the dollar's strength and unexpectedly reignite gold's bull run this summer?
With the Fed's own leadership divided on policy, could this internal conflict derail the very strategy driving the bearish forecast for gold?
As rising Treasury yields pressure markets, will the predicted 'mass liquidation' spare any asset class, or is a systemic crash now inevitable?