JPMorgan’s strategy team, led by Fabio Bassi, anticipates a difficult second half of 2025 as markets balance opposing forces. On one side, the U.S. economy is facing headwinds from rising trade tensions and a move away from the prior narrative of economic “exceptionalism,” which has increased talk of recession risk. On the other side, core … Read more

Gold made modest gains on Monday, rising 0.3% to $3,284.98 per ounce and snapping a two-week losing streak. The precious metal was supported by a 0.2% decline in the US dollar as markets focused on two major developments: ongoing Senate negotiations over President Trump’s proposed $4.5 trillion tax plan and a series of international trade … Read more

Gold prices have risen modestly as investors grow more concerned about the widening U.S. budget deficits. Ongoing fiscal imbalances have prompted market participants to seek the safety of gold, which is traditionally viewed as a store of value when confidence in government finances and currencies is shaken. Market attention has focused on the potential long-term … Read more

Physical gold demand in India has all but evaporated as prices climb to unprecedented levels, prompting dealers to sell at steep discounts of up to $74 per ounce below official domestic rates. Domestic prices hit a record high of 95,894 rupees per 10 grams — a level few market observers expected only a few months … Read more

Renewed hopes for a U.S.–EU trade agreement, which could include a 15% tariff with exemptions, together with progress in U.S.–Japan negotiations, have lifted global equity markets and weakened gold’s appeal as a safe haven. On Friday, gold futures eased to $3,356.10 per ounce while spot prices fell to $3,360.13 per ounce. OANDA analyst Kelvin Wong … Read more

Gold is once again drawing strong investor interest as people seek safe-haven assets amid growing geopolitical tensions and economic uncertainty. As conflicts intensify and concerns about U.S. fiscal stability rise, gold’s role as a protective hedge is coming back into focus for investors looking to preserve value in volatile times. Gold is trading near $3,400/oz, … Read more

Key Takeaways The debasement trade involves shifting capital from fiat currency into hard assets — chiefly gold and silver — to protect purchasing power as governments run deficits and central banks expand the money supply. US M2 money supply rose from roughly $4.6 trillion in 2000 to about $22.67 trillion by early 2026 — nearly … Read more

Written by: The MacroButler As the so-called “Forward Confusion” campaign accelerates under the current administration, one point is unmistakable: Bitcoin has not proven itself as a reliable store of value. Despite enthusiastic endorsements from some corners of government and finance, Bitcoin peaked shortly after inauguration and has been drifting downward since. Ether, promoted by some … Read more

Citi and UBS have both raised their gold price forecasts, signaling growing confidence among major financial institutions that the precious metal is entering a sustained bull market. Citi moved its average yearly forecast to $2,900 per ounce, and UBS increased its 12-month target to $3,000 per ounce from $2,850. These upgrades reflect a mix of … Read more

While gold grabbed headlines with a 27.5% return in 2024, silver deserves attention as an attractive yet often overlooked investment option. Trading near $32 per ounce—about 33% below its 2011 high—silver appears to have room to appreciate. The gold‑to‑silver ratio sits at 91.6, above the commonly cited 80 threshold that many analysts use to identify … Read more