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Gold Report

Gold at a crossroads: Inflation, tariffs, and the long-term bull case

Thursday, 10 July 2025, written by Eddy Markus

With debt-fueled growth nearing its limits and inflationary policies further on the horizon, gold stands poised for a much further rise in the coming quarters. 

This report explores why the $4,000 mark may just be the beginning, and why short-term corrections could offer good buying opportunities.

This report is published: Bi-weekly

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Previous reports

Trump-Powell standoff beneficial to gold

Thursday, 26 June 2025

While short-term pressures may keep gold prices subdued, mounting concerns over foreign asset security, a ballooning US deficit, and a potential shift toward inflationary monetary policy under Trump could drive gold prices well above $4,000 in the coming quarters…

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Gold: a beacon of stability in a changing world order

Thursday, 12 June 2025

A changing world order will continue to create a lot of uncertainty while governments are constrained by high debt levels and adverse demographic developments. This is all very positive for gold prices in the long term, but the short-term outlook for gold prices are more uncertain..

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Gold trapped between opposing forces

Thursday, 15 May 2025

The precious metal has reached a key chart-technical inflection point…

Read more

Now available! 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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