Wall Street extended losses on Wednesday as fears deepened that the Federal Reserve will pull back its quantitative easing programme.
Japanese equities have started to regain some of the ground lost since the end of last week after the Nikkei rose 1.2% in Tuesday's trading.
The long-term "irreversible" trends I've discussed in detail in my upcoming book, $10,000 Gold, continue to develop.
Global markets soared on Wednesday after the US Federal Reserve inadvertently released minutes from its latest policy meeting five hours earlier than planned.
The Governor of the Bank of England has said the financial crisis is "far from over" as he joined fellow central bank chiefs including Ben Bernanke to discuss economic policy.
Ariel Bezalel has been adding gold mining debt to the £1.5bn Jupiter Strategic Bond fund, in expectation the gold spot price could hit as much as $3,000 per troy ounce in the next 12-24 months.
Bond managers have cut duration to record lows, anticipating a fresh spike in gilt yields as they settle at a higher trading range.
US markets fell yesterday after minutes from the latest FOMC meeting revealed concern over the impact of further QE, while disappointing housing data also hit shares.