Kitco
28 Jul 2026, 00:59 UTC · 3h ago
China is buying every dip and the 'reset' is already here, Middelkoop says
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Kitco
28 Jul 2026, 00:59 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Gold has overtaken U.S. Treasuries as the second-largest global reserve asset, reaching approximately 27% of global reserves by the end of 2025. — A structural shift in reserve assets away from Treasuries toward gold signals a systemic decline in USD dominance and increased long-term support for gold prices.
+0.80Foreign appetite for U.S. Treasuries has declined to approximately 12% of the outstanding total from a historical average of 35%. — Reduced foreign demand for U.S. debt puts upward pressure on yields and increases fiscal risk for the U.S. government.
+0.70Central bank demand for gold has remained consistently high, averaging around 1,000 tonnes annually over the last five years. — Sustained institutional demand creates a high price floor for precious metals regardless of short-term retail sentiment.
+0.60Continue reading
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China is aggressively buying gold, silver, copper, and oil during price dips, with gold and silver demand reportedly 150% to 200% above last year's levels. — Aggressive accumulation by the world's second-largest economy suggests strong bullish conviction in hard assets over fiat currencies.
+0.50Price discovery for gold is shifting from the U.S. COMEX toward Shanghai as gold becomes a top U.S. export by value. — A shift in the center of gravity for price discovery reduces the influence of Western financial institutions on the valuation of precious metals.
+0.40Which stocks this story touches
ICBC is mentioned in the context of halting retail trading on the Shanghai Gold Exchange.
Deutsche Bank is mentioned only as the source of a report on gold reserves.
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Kitco
6h ago
