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Gold Report

Gold in a fractured world

Tuesday, 07 April 2026, written by Edward Markus

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..

This report is published: Bi-weekly

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Previous reports

Gold: Is the bottom in sight?

Monday, 23 March 2026

Gold’s recent drop may seem counterintuitive amid rising global tensions, but liquidity pressures, higher interest rates, and forced selling are outweighing its safe-haven appeal. Despite short-term volatility, the long-term outlook remains bullish as geopolitical risks and fiscal pressures continue to build..

Gold between safe haven flows and profit-taking

Tuesday, 10 March 2026

Geopolitical tensions, inflation fears, and doubts about the global financial order support gold in the long run. In the short term, however, the possibility of tighter monetary policy and profit-taking may still trigger a bigger correction.

Will geopolitics cause the gold price to rise sharply?

Monday, 23 February 2026

Gold may pause or correct in the near term. However, renewed geopolitical escalation - particularly around Iran - could temporarily push prices toward $5,500. Beyond that, assuming structural debt dynamics and geopolitical risks persist, a move toward $7,000 remains a credible long-term scenario…

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. 

Afbeelding

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.