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Gold Report

Real rates – not inflation – important for gold prices

Monday, 15 June 2026, written by Edward Markus

Does the provisional deal between the US and Iran mean that gold has begun an upward trend towards new all-time highs?

This report is published: Bi-weekly

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Previous reports

AI and Hormuz remain key factors for gold

Monday, 01 June 2026

The structural bull case for gold has not yet disappeared, but the risk of a further downward correction remains. As long as the blockade of the Strait of Hormuz continues to put upward pressure on inflation and real interest rates, gold will remain vulnerable. This report analyses why artificial intelligence (AI) could actually provide support in the long term, but why geopolitics will be the decisive factor for the gold price in the short term.

English

Real interest rates are dampening sentiment in the gold market

Monday, 18 May 2026

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.

English Deutsch

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.

English
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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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