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On this day — February 19, 2020

Chinese New Year: Chinese gold demand surges in the lead-up to Lunar New Year as families exchange gold pendants, rings and bars. Year-on-year, China's January–February gold imports run 30–50 percent above other months.

Wednesday — a normal trading day. FOMC announcements (when scheduled) typically come on Wednesdays at 2 PM ET, often producing intraday gold volatility.

Day 50 of 366 · Q1 2020 · 13.7% through the year

February 2020 gold market: Calm before the COVID storm

Volatile

Steady gains unwound in a sharp late-month risk-off.

For most of February gold drifted higher to around $1,640 as COVID-19 spread beyond China and bond yields fell. In the final days of the month, however, a violent global equity selloff dragged gold down too, as investors sold winning positions to raise cash — a preview of the liquidity scramble to come.

What drove gold in February 2020

  • COVID-19 spreading globally
  • collapsing bond yields
  • late-month equity crash
  • early dash-for-cash selling
Themes#COVID-19#liquidity#risk-off

Key events in February 2020

  1. Feb 24Global markets begin steep COVID selloff
  2. Feb 28Gold drops with stocks as funds raise cash

What happened next

The late-February cash scramble was a dress rehearsal for March's full-blown liquidity crisis.

For gold buyers

Gold's late-February dip showed that in a panic's first phase even safe havens fall as investors sell what they can, not what they want to.

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