Gold MarketsGold 2025 Outlook: The Five Drivers That Matter Most
After two years of central bank-led rallies, the gold market enters 2025 with a different set of catalysts. Here are the five forces most likely to determine the year.
Apr 24, 2026
Tag: #Gold
Gold Markets
Gold MarketsThe Case for $3,000, $5,000 and $10,000 Gold: Three Scenarios Mapped
Major banks publish targets across a wide range. Here is the actual reasoning behind each, the assumptions required, and the probability the market is currently pricing.
Apr 22, 2026
ETFs & FundsInside Gold ETF Flows: GLD, IAU, PPHYS and What the Tape Reveals
Gold-backed ETFs hold over 3,200 tonnes between them. Daily creations and redemptions tell you who is moving and why — if you know how to read the prints.
Apr 18, 2026
GeopoliticsWhy China, India, Russia and Poland Keep Stacking Gold Reserves
Sovereign buyers added more than 1,000 tonnes of gold for three consecutive years. We break down who is buying, why, and what it signals for reserve managers everywhere.
Apr 13, 2026
Gold MarketsHow Gold Has Responded to Every Fed Rate-Cutting Cycle Since 1980
The Fed cuts rates and gold rallies — except when it doesn't. A historical review of every cutting cycle reveals the conditions under which the relationship actually holds.
Apr 11, 2026
Gold MarketsWhy Gold Usually Loses When Real Rates Rise (And When It Does Not)
The single most reliable headwind for gold is rising real yields. The mechanism is simple, the historical record is clear, and the recent exceptions are instructive.
Apr 6, 2026
Gold MarketsThe Gold and US Dollar Correlation: What Actually Drives the Inverse Move
Everyone knows gold and the dollar move opposite each other — until they don't. Here is the mechanical reason, the historical exceptions, and how to use the relationship.
Mar 30, 2026
GeopoliticsChinese Gold Consumption: Why the World's Largest Gold Buyer Keeps Buying More
From Shanghai Gold Exchange withdrawals to the explosive growth of investment-grade bars, Chinese gold demand is reshaping the global market in real time.
Mar 27, 2026
Gold MarketsCOMEX vs LBMA: How the Two Biggest Gold Markets Actually Settle
New York and London run the world's gold market with very different settlement systems. Understanding the mechanics explains a surprising amount about price action.
Mar 20, 2026
HistoryGold in the 1970s: The Inflation Playbook Investors Keep Re-reading
Gold went from $35 to $850 in nine years while CPI averaged 7.4%. The decade is still the most-cited template for hard-asset allocation. Here is what really happened.
Mar 11, 2026