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Deeper negative real rates to drive gold higher soon

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Seeking Alpha/Jason Tillberg/2-1-2021

“If there is one catalyst that is a driving factor for higher gold prices, it’s negative real rates. Nobody likes the very thought of seeing their savings accounts or fixed income bonds paying a rate that is less than the rate of inflation.”

USAGOLD note:  Tilberg touches on why the declining real rate of return will shine the spotlight on gold using the 1970s as an historical example. The chart below shows the strong relationship between declining real rates and the price of gold.

overlay line chart showing the inflation indexed 10-yuear real rate versus price of gold

Sources:  St. Louis Federal Reserve, Board of Governors, ICE Benchmark Administration
Click to enlarge

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