Rising debt and policy uncertainty strengthen gold’s edge over silver - WisdomTree’s Shah #Gold’s rally may have cooled from its frenetic start to the year, but the structural f...
Gold
Silver
Analyst argues rising sovereign debt and policy uncertainty are structurally supportive for gold versus silver, implying relative outperformance in risk-off/credibility-stress regimes. Key tradeable takeaway is a potential tilt toward long gold/short silver (or reduced silver beta) if fiscal concerns and policy volatility persist. The piece frames gold’s bid as more monetary/hedge-driven while silver remains more exposed to cyclical/industrial demand swings. Watch fiscal headlines, election/policy risk, and real-rate expectations as catalysts for renewed gold leadership.