Brandon Sauerwein, Editor
Gold reached new highs this week, topping $2,800 as aggressive trade policies and geopolitical tensions unsettled global markets.
A mix of 25% tariffs on Mexican and Canadian imports, rising tensions with China, and domestic policy uncertainty has pushed investors toward precious metals as a protective measure.
With the Federal Reserve holding rates steady and inflation concerns growing, markets remain jittery — and gold notched its fifth consecutive weekly gain as investors sought safe-haven assets.
Why Major Banks Are Betting on $3,000+ in 2025
Several large banks have revised their gold price forecasts upward for 2025, reflecting expectations that current economic and geopolitical pressures will keep demand for bullion elevated.
Looking beyond 2024’s performance suggests the potential for even higher levels — some analysts point to scenarios that could push prices above $3,300 if volatility and inflation persist.
As gold keeps setting new records, the question remains whether traditional forecasts underestimate how far the metal can climb given accelerating macro risks.
Gold Cruises Past $2,800
Gold surged through $2,800 this week as trade tensions and economic uncertainty intensified. Comments from Fed Chair Powell suggesting fewer rate cuts this year only briefly tempered the rally; markets currently price in roughly 50 basis points of cuts for 2024. The precious metal recorded its fifth straight weekly advance as investors sought protection against market risk.
Silver has also enjoyed a strong start to 2025, outperforming gold with a year-to-date gain of 9.1%. Robust industrial demand from the electric vehicle and renewable energy sectors, combined with rising investment interest driven by inflation worries, has supported silver’s rally.
Because silver plays both an industrial role and a monetary role, it has attracted heightened attention. Several major banks have adjusted their price targets upward for 2025 in light of these trends.
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What Else is News?
Gold Rush to America
In December, a large shipment of gold moved from Switzerland to the United States, representing a significant increase from the prior month as traders repositioned ahead of potential tariff changes. The surge in physical flows put pressure on London spot pricing and created notable premiums in US futures markets.
London Gold Hub Under Pressure
London’s central role in global bullion trading is showing signs of stress as physical reserves decline amid elevated flows to both the US and China. A reduced tradable inventory has highlighted vulnerabilities in the traditional bullion banking model.
Silver Deficit Streak Continues
The silver market looks poised for a fifth consecutive year of supply deficits in 2025, driven by growing industrial demand. Expanding applications in green technology, electric vehicles, and electronics are tightening supply even as some traditional demand sources soften.
Canadian Oil Tariff Showdown
New 25% tariffs on Canadian oil announced by the administration are set to take effect, with potential repercussions for North American energy trade. The measures could affect millions of barrels per day and reshape regional energy flows and pricing.
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Til next time,
Brandon Sauerwein
Editor
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