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China's Gold Surge Sparks Speculative Bubble Fears

2/13/2026

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Story summary
  • Capital Economics says China's gold trading surge resembles a speculative bubble, driven by private investor demand and rising gold-linked products.
  • The rise in gold warrants on the Shanghai Futures Exchange shows a growing role for futures trading.
  • Economist Hamad Hussain warns that Chinese investors use leverage, potentially increasing market volatility.
  • Aluminum prices fell 1.8% after reports of tariff rollbacks by the administration of President Donald Trump.