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Gold Report

Real interest rates are dampening sentiment in the gold market

Monday, 18 May 2026, written by Eddy Markus

Higher oil prices and rising real interest rates may initially put pressure on gold. But as soon as growth slows, that same cycle could herald the next major upward phase.

This report is published: Bi-weekly

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Previous reports

Gold is not a safe haven in the Middle East conflict

Monday, 04 May 2026

Why has gold ceased to be a safe haven in the eyes of investors since the outbreak of the Iran war, and how likely is it that gold will regain this status in the coming quarters? This Gold Report addresses these questions and concludes with our specific forecast for the price of gold in the coming months.

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Will Iran continue to drive the gold price?

Monday, 20 April 2026

What happens to the gold price if inflation stays sticky, central banks remain cautious, and the outcome of the Iran war remains uncertain? This report connects the dots and shows why that mix could shape gold’s next major move.

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Gold in a fractured world

Tuesday, 07 April 2026

As geopolitical tensions rise and economic rivalry intensifies, gold stands out as the ultimate safe haven. Despite short-term volatility, structural forces - from shifting alliances to mounting public debt - will likely push prices significantly higher over time..

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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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