Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report What's a bear case for gold: A historical perspective Gold has experienced an extended period of bull run since late 2022, prompting questions about potential catalysis for change in trend. Cooling risks, rising opportunity costs and easing momentum might curb gold’s current strength, while structural changes in gold demand or supply may bring longer-term weakness. 10 July, 2025 Weekly Markets Monitor: Big data, little reaction Last week, attention was centered on unexpected headline U.S. job gains and the narrowly passed budget bill, while PMI readings improved across major economies and trade policy developments continue to draw focus. 7 July, 2025 Weekly Markets Monitor: Gold flirts with support Last week saw easing geopolitical tensions and some trade policy progress. Economic data showed mixed trends: U.S. indicators soft, euro area sluggish, and the UK, Japan and India improved. 30 June, 2025 You asked, we answered: Are fiscal concerns driving gold? The last two decades of relaxed fiscal policies and shifts in the demand structure for treasuries have now put the US in a precarious position. Ongoing fiscal concerns will likely lead to bond market volatility, ultimately supporting the gold market as investors look for alternative safe-haven assets. 24 June, 2025 Weekly Markets Monitor: Dire Straits Last week global central banks showed caution with mixed policy moves: the Fed paused, signaling slower cuts on stagflation concerns, Swiss and Norwegian banks cut, while BoE and the BoJ held steady. 23 June, 2025 Weekly Markets Monitor: Safe haven elevated The Israel-Iran attacks last week overshadowed progress in US-China trade talks and positive economic data. Adding to concerns, the World Bank has lowered global growth outlook for 2025. 16 June, 2025 Weekly Markets Monitor: The big beautiful breakup Last week, the US labor market showed some resilience; factory activity slowed in the US and China but improved in the Eurozone. 9 June, 2025 Gold Market Commentary: Let them eat tariffs In May, tariff news and inflation helped but momentum effects including ETF outflows, countered, to leave gold flat for the month. Looking forward: Tariffs are starting to bite, but not where intended, pushing stagflation risks higher and hamstringing central banks. 5 June, 2025 Prev Page 13 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.
What's a bear case for gold: A historical perspective Gold has experienced an extended period of bull run since late 2022, prompting questions about potential catalysis for change in trend. Cooling risks, rising opportunity costs and easing momentum might curb gold’s current strength, while structural changes in gold demand or supply may bring longer-term weakness. 10 July, 2025
Weekly Markets Monitor: Big data, little reaction Last week, attention was centered on unexpected headline U.S. job gains and the narrowly passed budget bill, while PMI readings improved across major economies and trade policy developments continue to draw focus. 7 July, 2025
Weekly Markets Monitor: Gold flirts with support Last week saw easing geopolitical tensions and some trade policy progress. Economic data showed mixed trends: U.S. indicators soft, euro area sluggish, and the UK, Japan and India improved. 30 June, 2025
You asked, we answered: Are fiscal concerns driving gold? The last two decades of relaxed fiscal policies and shifts in the demand structure for treasuries have now put the US in a precarious position. Ongoing fiscal concerns will likely lead to bond market volatility, ultimately supporting the gold market as investors look for alternative safe-haven assets. 24 June, 2025
Weekly Markets Monitor: Dire Straits Last week global central banks showed caution with mixed policy moves: the Fed paused, signaling slower cuts on stagflation concerns, Swiss and Norwegian banks cut, while BoE and the BoJ held steady. 23 June, 2025
Weekly Markets Monitor: Safe haven elevated The Israel-Iran attacks last week overshadowed progress in US-China trade talks and positive economic data. Adding to concerns, the World Bank has lowered global growth outlook for 2025. 16 June, 2025
Weekly Markets Monitor: The big beautiful breakup Last week, the US labor market showed some resilience; factory activity slowed in the US and China but improved in the Eurozone. 9 June, 2025
Gold Market Commentary: Let them eat tariffs In May, tariff news and inflation helped but momentum effects including ETF outflows, countered, to leave gold flat for the month. Looking forward: Tariffs are starting to bite, but not where intended, pushing stagflation risks higher and hamstringing central banks. 5 June, 2025
What's a bear case for gold: A historical perspective
Gold has experienced an extended period of bull run since late 2022, prompting questions about potential catalysis for change in trend. Cooling risks, rising opportunity costs and easing momentum might curb gold’s current strength, while structural changes in gold demand or supply may bring longer-term weakness.
Weekly Markets Monitor: Big data, little reaction
Last week, attention was centered on unexpected headline U.S. job gains and the narrowly passed budget bill, while PMI readings improved across major economies and trade policy developments continue to draw focus.
Weekly Markets Monitor: Gold flirts with support
Last week saw easing geopolitical tensions and some trade policy progress. Economic data showed mixed trends: U.S. indicators soft, euro area sluggish, and the UK, Japan and India improved.
You asked, we answered: Are fiscal concerns driving gold?
Weekly Markets Monitor: Dire Straits
Weekly Markets Monitor: Safe haven elevated
The Israel-Iran attacks last week overshadowed progress in US-China trade talks and positive economic data. Adding to concerns, the World Bank has lowered global growth outlook for 2025.
Weekly Markets Monitor: The big beautiful breakup
Last week, the US labor market showed some resilience; factory activity slowed in the US and China but improved in the Eurozone.
Gold Market Commentary: Let them eat tariffs
In May, tariff news and inflation helped but momentum effects including ETF outflows, countered, to leave gold flat for the month. Looking forward: Tariffs are starting to bite, but not where intended, pushing stagflation risks higher and hamstringing central banks.