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Gold experienced its largest one-day sell-off in years this week, but according to our Co-CIO @Andrew Krei, the big-picture drivers behind its recent run remain intact. Concerns about the deficit and U.S. assets, as well as global central banks rotating away from USD, have fueled gold’s growth.
Andrew explains why this drop is likely a technical correction as investors take chips off the table, while risk assets like the S&P continue to benefit from a reflationary and relatively healthy economic environment.
Listen to the full interview for his latest on the market environment: Bloomberg Radio YouTube
Bloomberg: Krei Sees Gold Pullback as Pause in Long-Term Rally Driven by Deficit Concerns
Oct 22, 2025 | Newsroom
Andrew explains why this drop is likely a technical correction as investors take chips off the table, while risk assets like the S&P continue to benefit from a reflationary and relatively healthy economic environment.
Listen to the full interview for his latest on the market environment: Bloomberg Radio YouTube