World Gold Council: China’s Central Bank Adds 5 More Tons to Gold Reserves in January
China’s gold market showed mixed signals in January 2025, with the People’s Bank of China adding another 5 tonnes to its reserves, bringing total holdings to 2,285 tonnes. While gold prices saw their strongest January in years, with LBMA and Shanghai benchmarks rising 8% and 5% respectively, retail demand remained…
Trump’s Fort Knox Audit Talk Could Signal $750 Billion Gold Revaluation Play
President Trump’s unexpected focus on auditing Fort Knox, mentioned multiple times during an Air Force One press briefing, has raised eyebrows among market watchers. While Treasury Secretary Scott Bessent has confirmed that the gold is regularly audited and “all present and accounted for,” the president’s interest might signal a more…
World Gold Council: Indian Gold Market Split: Investors Buy as Jewelry Sales Slump
Gold jewelry demand in India has fallen significantly since January, with the weakness continuing into February. Meanwhile investment interest remains robust through bars, coins, and ETFs, which saw record inflows in January. The Reserve Bank of India has returned to gold buying, adding 2.8 tonnes to its reserves after a…
Duke Study: Gold’s Rally May Lead to Below-Average Returns
Research by Duke University’s Campbell Harvey and former TCW manager Claude Erb suggests gold’s current rally may be setting up investors for disappointment. Their analysis shows gold’s price-to-CPI ratio is now at 9-to-1, even higher than the 7-to-1 ratio that preceded gold’s 50% price drop after 2012. The researchers challenge…
JPM Predicts Gold Surge as Central Banks Load Up
JP Morgan forecasts gold prices will reach $3000 per ounce in 2025, driven primarily by continued central bank purchases and ETF inflows. Following a 27% rally in 2024, the outlook remains strong with central bank buying up 54% year-over-year in late 2024, including renewed purchasing by China’s central bank. The…
Gold’s Unstoppable Rise: Tenth Record This Year as Markets Eye $3,000
Gold prices have achieved their tenth record high this year, climbing to $2,954.69 per ounce as investors react to President Trump’s latest trade threats and geopolitical tensions. The precious metal’s 12% rise in 2024 reflects growing market anxiety over potential new tariffs on multiple sectors, including lumber, automobiles, semiconductors, and…
Gold’s Historic Streak: 8 Weeks Up, 4 Weeks of Records
Goldfutures continue their remarkable winning streak, marking their eighth consecutive week of rising prices. During this run, gold has broken its all-time high record four weeks in a row, reaching levels never seen before. According to analyst Bob Iaccino, two main factors are driving this historic rally: a weaker U.S….
Beyond the Glitter: Gold’s True Value in the Trump Era
Written by: The MacroButler Savvy investors who have thoroughly studied the business cycle, the impact of monetary illusion on it, and its effects on asset allocation within the Permanent Browne portfolio should by now understand that in an inflationary environment, they should own only properties and avoid contracts. Experienced investors…
World Gold Council: PBoC Gold Buying Streak Continues as ETFs See First Outflow
China’s gold market started 2025 strongly, with significant price gains in both London and Shanghai markets despite fewer trading days due to Chinese New Year. While the People’s Bank of China added another 5 tonnes to its reserves in January, reaching 2,285 tonnes, Chinese gold ETFs saw their first outflow…
Trade Uncertainty Propels Gold’s Record-Breaking Run
Gold is holding steady near historic levels as multiple factors reinforce its haven appeal. The precious metal, trading over $2,940 an ounce, has been bolstered by President Trump’s latest announcement of 25% tariffs on automobiles, semiconductors, and pharmaceuticals. Adding to the momentum are geopolitical tensions sparked by U.S.-led Ukraine peace…