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Gold Report

Does geopolitics give the gold price an extra boost?

Monday, 12 January 2026, written by Edward Markus

Although the long-term outlook for gold and silver remains positive due to rising geopolitical rivalry, the bullish consensus around the precious metals is currently very high, which suggests that the rally is on borrowed time. Is a price correction ahead?

This report is published: Bi-weekly

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Previous reports

Gold more vulnerable to a setback phase

Monday, 15 December 2025

Will rising long-term rates derail the gold rally?

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Will gold keep flourishing amid uncertainty?

Monday, 01 December 2025

Will silver continue to perform relatively better than gold?

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The inflation trap: Low growth, high debt & the case for gold

Monday, 17 November 2025

Aging populations, stubborn inflation, strained government budgets, and rising geopolitical rivalry are reshaping the global economy, and creating powerful long-term tailwinds for gold.
Yet in the near-term, shifting expectations around US growth, inflation, and Fed policy point to renewed volatility. Our latest outlook outlines the three phases gold is likely to pass through next, before the structural bull trend ultimately reasserts itself..

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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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