弱いゴールド現物需要は・・・

ゴールド、1650ドル付近で小動きが続きますね。
昨日の毎日新聞にも上昇トレンド終了か、みたいな記事が載ってました。
一般紙にまで取り上げられると国内個人の買い意欲もいっそう低下となるのでしょうか。
分かりませんが。

個人の買い、ということで言えば
目下動きのあるネタとして、インドはじめアジアでの買い意欲の低下という材料が挙げられます。
昨日もUBS、HSBCといったところがこれを指摘していました。
景況見通しが明るくなってきたとはいえ、中央銀行の買いが今後も続くと楽観的に見ても
こういった動きはやはり弱材料といえそうですね。

UBS: Gold Consolidates But 'Vulnerable' Due To Rising Yields, Slack Physical Demand
(Kitco News) - Gold is consolidating and has held $1,640-an-ounce support, but nevertheless remains “vulnerable” after its recent pullback, says UBS. “Upside drivers are lacking and physical markets have yet to show a convincing response to lower prices,” the bank says. “With U.S. Treasury yields still hovering near the recent highs, and U.S. data still beating expectations on balance, any gold recovery is likely to be limited.” Demand from India has been “noticeably muted” due to an ongoing strike by jewelers to protest an increase in import duties and the excise tax on gold, UBS says. “The nation-wide strike which began over the weekend is expected to continue until today,” UBS says. “It will be interesting to see how much pent-up demand has been accumulated over the last few days on account of the strike. Appetite from India in the coming weeks will be an important gauge of the impact of the new taxes and the underlying strength of gold demand from the country.”   

HSBC: Indian Strike Hurts Retail Gold Sales In Short Term, May Release Pent-Up Demand
(Kitco News) - A strike by Indian gold jewelers has hurt retail demand in the short term, but lower prices may release pent-up demand, says HSBC. A trade group for Indian jewelers said Tuesday it plans to extend a strike for two more days to protest a recent duty increase on gold bars and coins and platinum. Since the strike began, the bullion industry had lost roughly $200 million in sales as of Tuesday, according to Indian merchants. “Without taking Indian gold premiums and mark-ups into consideration, this translates roughly to 120,000oz in daily sales lost to the strike,” HSBC says. “Gold prices reacted negatively to the news of the extension….However, once the labor action ends, there may be some pent-up demand in the Indian retail market if gold prices continue to fall, we believe.”