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Gold Report

Gold caught between interest rates and uncertainty

maandag, 19 oktober 2026, written by Edward Markus

Rising real interest rates are weighing on the gold price, but geopolitical tensions, doubts about AI and concerns about French public finances provide a counterweight. Read in our latest gold report what this means for the price of the most important precious metal.

This report is published: Bi-weekly

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Previous reports

Gold under pressure: until something breaks

maandag, 05 oktober 2026

Rising energy prices and resilient growth are pushing bond yields higher, and we believe the Fed and ECB will keep tightening until equity markets or growth data clearly crack. Until that happens, gold is likely to stay under downward pressure, before a sharp rally toward $5,000 and beyond could materialize.

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What stands between gold and its next leg up

maandag, 21 september 2026

Structural deficits underpin gold's long-term uptrend , but central bank tightening and a stronger dollar stand in its way near term. Our newest gold report unpacks why gold could dip further before rallying toward $6,000, together with the key triggers to watch along the way.

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Gold: caught between geopolitical tailwinds & stronger dollar

maandag, 07 september 2026

Renewed Tokyo-Washington tensions over the yen are fueling safe-haven demand for gold, even as rising real rates and a stronger dollar threaten to cap its advance. In this gold report, we explain why we still see room for gold to rally.

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Our Gold Report

We are pleased to present our report given the rising importance of gold as an investment. We recommend reading it alongside our 'Global Financial Markets' report, though both are available individually.

Both reports are authored by our Chief Economist & Founder, Eddy Markus. He brings a wealth of experience having navigated similar market phases in the 1970s when gold was a compelling alternative to stocks and bonds. We are seeing parallels to that era today. 

Readers frequently inquire about the accuracy of our predictions and whether we track them. Naturally, we don't possess a crystal ball, and the primary objective of our analyses is to present our readers with the most probable scenarios in the medium term. However, we do provide specific exchange rate predictions and in general they have been quite accurate.

Download our forecasts for gold for the period from January to December 2024 here below. 

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