Nicky Shiels

Nicky Shiels, the Head of Metals Strategy at MKS PAMP, dives into the booming gold, silver, and platinum markets. She discusses record demand driven by central bank behaviors and liquidity concerns, alongside the impact of geopolitical shifts. Nicky reveals why the physical metal demand is surging, especially post-banking stress, and explains the nuances of silver tightness and platinum's revival. Her insights extend to jewelry demand in Asia and the implications for metal miners in a rate-cutting environment. Plus, she shares her personal interests beyond the markets!

Evy Hambro, Head of thematic investing at BlackRock, and Nicky Shiels, Head of metals strategy at MKS PAMP, delve into the rising importance of mining in the global economy. They emphasize commodities' critical role amidst technological shifts and energy transitions. The duo discusses the surge in demand for precious metals like gold, particularly in light of geopolitical tensions and inflation. They also explore investment strategies in metals, including rare earth elements, and the evolving dynamics between Bitcoin and gold in modern portfolios.

Nicky Shiels, Head of Research and Metals Strategy at MKS PAMP, offers sharp market analysis and price forecasts for precious metals. She breaks down oil’s surge and geopolitics reshaping commodities. She outlines gold’s long-term cycle, a $6,000 target, and why silver and platinum diverge. She explains how deglobalization and supply struggles could ignite a global commodity scramble.

Nicky Shiels, the Head of Metal Strategy at MKS Pamp, dives into the remarkable surge of gold prices beyond $3,400. She discusses how global shifts away from US assets and increasing demand from central banks are reshaping the market. The concept of 'chaos premium' is explored, highlighting gold's unique positioning independent of traditional economic correlations. Nicky also examines trends in silver and copper, and what they signal for economic growth, all while outlining the significant role of geopolitical forces and Federal Reserve policies.

Nicky Shiels, Head of Research & Metals Strategy at MKS PAMP, shares her insights on the future of gold and silver amidst shifting economic landscapes. She delves into how a potential Trump administration could impact U.S. inflation and the dollar. The conversation highlights evolving gold demand, especially in China, contrasting physical ownership with financial products. Shiels also discusses fluctuating prices, forecasting scenarios for both gold and silver, while reflecting on historical investor anxieties and the geopolitical factors influencing current markets.