Friday’s dramatic metals selloff – the largest liquidity event in market history – was catalyzed by sudden clarity about the future of the Federal Reserve, according to Rhona O’Connell, Head of Market Analysis for EMEA & Asia at StoneX... Ernest Hoffman
As gold prices continue to smash records, analysts are now assessing the metal’s next potential destination, with JPMorgan outlining scenarios in which it could top the $8,000-an-ounce level in the coming years... Staff Writer
Despite the consensus narrative, what we are currently experiencing globally is not “de‑dollarization,” but a broad loss of confidence in developed economies’ fiat currencies and sovereign debt as a reserve asset for central banks and institutions... Daniel Lacalle
As markets brace for gold to hit the once-unthinkable $5,000 price level, Bank of America has raised its near-term gold target to $6,000 per ounce – the most aggressive price forecast for the yellow metal from any major institution... Ernest Hoffman
What if gold replaced the US dollar as the reserve standard? In this paper, our Emerging Markets Bonds team values gold by matching central bank money liabilities to gold reserves, implying $39k–$184k per ounce... Vaneck
Germany stores a lot of its gold in the United States, but the chair of the European Parliament’s defense committee thinks that’s no longer warranted... Lubomir Tassev