Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Weekly Markets Monitor: Stellar week for gold Last week was dominated by concerns over Fed independence and uneven global economic momentum. 1 September, 2025 Weekly Markets Monitor: Fed’s shift Last week, the US Fed signaled potential rate cuts amid mixed economic signals. The US labor market softened while business activity and housing data surprised on the upside. 25 August, 2025 The International Monetary System and the Canary in the Goldmine Over history, the world has adopted the currency of the leading country for global payments. The USD is, arguably, the first global currency untethered from precious metals. 19 August, 2025 Weekly Markets Monitor: Pressure on at Jackson Hole Last week was data-heavy: while the US showed mixed economic signals, there were signs of slowing activity in China. 18 August, 2025 Weekly Markets Monitor: Gold in the crosshairs Last week saw new tariffs announced and higher tariffs take effect. Central banks in the UK and India made cautious, diverging policy moves. 11 August, 2025 Unearthed: From Payrolls to Policy – What’s Driving Gold Demand? In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, unpack the latest macro trends and data influencing the gold market – from shifting investor sentiment and mixed US economic data, to renewed tariff tensions and policy unpredictability. 8 August, 2025 Gold Market Commentary: Positioning revisited Gold edged up 1.7% m/m in July and remains up 28% y-t-d. The move higher was supported by rising inflation expectations linked to tariffs, though gains were partially offset by a stronger US dollar. Strong underlying fundamentals suggest that the gap between prices and COMEX positioning is more likely to narrow through increased net longs positions rather than falling prices. 7 August, 2025 Weekly Markets Monitor: Policy bear not hibernating Trade deals and tariffs, coupled with weak US labour market data, dominated sentiment last week, while both the Fed and Bank of Japan held rates steady as they monitor the impact of tariffs on prices. 4 August, 2025 Prev Page 11 of 69 Next Latest research Looking for insight and analysis on gold? Our team of experts produce market-leading research and macroeconomic commentary on gold.
Weekly Markets Monitor: Stellar week for gold Last week was dominated by concerns over Fed independence and uneven global economic momentum. 1 September, 2025
Weekly Markets Monitor: Fed’s shift Last week, the US Fed signaled potential rate cuts amid mixed economic signals. The US labor market softened while business activity and housing data surprised on the upside. 25 August, 2025
The International Monetary System and the Canary in the Goldmine Over history, the world has adopted the currency of the leading country for global payments. The USD is, arguably, the first global currency untethered from precious metals. 19 August, 2025
Weekly Markets Monitor: Pressure on at Jackson Hole Last week was data-heavy: while the US showed mixed economic signals, there were signs of slowing activity in China. 18 August, 2025
Weekly Markets Monitor: Gold in the crosshairs Last week saw new tariffs announced and higher tariffs take effect. Central banks in the UK and India made cautious, diverging policy moves. 11 August, 2025
Unearthed: From Payrolls to Policy – What’s Driving Gold Demand? In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, unpack the latest macro trends and data influencing the gold market – from shifting investor sentiment and mixed US economic data, to renewed tariff tensions and policy unpredictability. 8 August, 2025
Gold Market Commentary: Positioning revisited Gold edged up 1.7% m/m in July and remains up 28% y-t-d. The move higher was supported by rising inflation expectations linked to tariffs, though gains were partially offset by a stronger US dollar. Strong underlying fundamentals suggest that the gap between prices and COMEX positioning is more likely to narrow through increased net longs positions rather than falling prices. 7 August, 2025
Weekly Markets Monitor: Policy bear not hibernating Trade deals and tariffs, coupled with weak US labour market data, dominated sentiment last week, while both the Fed and Bank of Japan held rates steady as they monitor the impact of tariffs on prices. 4 August, 2025
Weekly Markets Monitor: Stellar week for gold
Last week was dominated by concerns over Fed independence and uneven global economic momentum.
Weekly Markets Monitor: Fed’s shift
Last week, the US Fed signaled potential rate cuts amid mixed economic signals. The US labor market softened while business activity and housing data surprised on the upside.
The International Monetary System and the Canary in the Goldmine
Weekly Markets Monitor: Pressure on at Jackson Hole
Last week was data-heavy: while the US showed mixed economic signals, there were signs of slowing activity in China.
Weekly Markets Monitor: Gold in the crosshairs
Last week saw new tariffs announced and higher tariffs take effect. Central banks in the UK and India made cautious, diverging policy moves.
Unearthed: From Payrolls to Policy – What’s Driving Gold Demand?
In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, unpack the latest macro trends and data influencing the gold market – from shifting investor sentiment and mixed US economic data, to renewed tariff tensions and policy unpredictability.
Gold Market Commentary: Positioning revisited
Gold edged up 1.7% m/m in July and remains up 28% y-t-d. The move higher was supported by rising inflation expectations linked to tariffs, though gains were partially offset by a stronger US dollar. Strong underlying fundamentals suggest that the gap between prices and COMEX positioning is more likely to narrow through increased net longs positions rather than falling prices.
Weekly Markets Monitor: Policy bear not hibernating
Trade deals and tariffs, coupled with weak US labour market data, dominated sentiment last week, while both the Fed and Bank of Japan held rates steady as they monitor the impact of tariffs on prices.