Goldhub Research Investment Commentary Latest issue Investment Commentary Read the latest report Weekly Markets Monitor: Liberation Day & Stagflation Markets focused on trade tensions last week, as a new 25% US auto import tariff and upcoming retaliatory tariffs weighed on sentiment. Stagflation worries added to the pressure. 31 March, 2025 Weekly Markets Monitor: Gold claims US$3,000/oz Gold finally closed above the US$3,000/oz threshold. It has so far rejected technical resistance at $3,040/3,050/oz and the market is seen as highly overstretched, with a possible (healthy) pause in the core uptrend on the cards. 24 March, 2025 Unearthed: Gold’s Next Move – ETFs, China & Investor Sentiment In this episode of Unearthed, World Gold Council’s Senior Market Strategists Joseph Cavatoni and John Reade analyse the latest trends in the global gold market, including its strong year-to-date performance, changing investor sentiment and gold ETF flows. 14 March, 2025 Gold Market Commentary: Riding a wave of uncertainty Gold hit new highs in February, supported by a weaker US dollar and extending its y-t-d gains to 9%. Rising inflation expectations, lower rates, and continued geoeconomic uncertainty are playing in gold’s favour. 6 March, 2025 Gold Market Commentary: Snakes and ladders Gold punched through all-time-highs at the end of January with tariff fears, a weaker dollar and softer bond yields all contributing. Chinese gold market activity stayed true to its typical seasonal January strength and analysis suggests positive follow-through into February. 10 February, 2025 Gold to keep lifting Australian portfolios in 2025 Gold priced in Australian Dollars (AUD) ended 2024 with a stunning 38% surge and continues to power higher. Looking ahead, we believe the combination of robust investment demand together with risks on various fronts may provide further support for gold. Meanwhile, should the AUD remain under pressure, gold could shine brighter in Australian investor portfolios. 29 January, 2025 Gold as a strategic asset: 2025 edition Gold has a key role as a strategic long term investment & is crucial for a well-diversified portfolio. Download our case for a strategic allocation to gold. 23 January, 2025 Gold Market Commentary: January jitters Gold gave back less than expected due to a strong dollar and profit-taking, as a positive outlook and higher risk constrained outflows. 8 January, 2025 Prev Page 16 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: Liberation Day & Stagflation Markets focused on trade tensions last week, as a new 25% US auto import tariff and upcoming retaliatory tariffs weighed on sentiment. Stagflation worries added to the pressure. 31 March, 2025
Weekly Markets Monitor: Gold claims US$3,000/oz Gold finally closed above the US$3,000/oz threshold. It has so far rejected technical resistance at $3,040/3,050/oz and the market is seen as highly overstretched, with a possible (healthy) pause in the core uptrend on the cards. 24 March, 2025
Unearthed: Gold’s Next Move – ETFs, China & Investor Sentiment In this episode of Unearthed, World Gold Council’s Senior Market Strategists Joseph Cavatoni and John Reade analyse the latest trends in the global gold market, including its strong year-to-date performance, changing investor sentiment and gold ETF flows. 14 March, 2025
Gold Market Commentary: Riding a wave of uncertainty Gold hit new highs in February, supported by a weaker US dollar and extending its y-t-d gains to 9%. Rising inflation expectations, lower rates, and continued geoeconomic uncertainty are playing in gold’s favour. 6 March, 2025
Gold Market Commentary: Snakes and ladders Gold punched through all-time-highs at the end of January with tariff fears, a weaker dollar and softer bond yields all contributing. Chinese gold market activity stayed true to its typical seasonal January strength and analysis suggests positive follow-through into February. 10 February, 2025
Gold to keep lifting Australian portfolios in 2025 Gold priced in Australian Dollars (AUD) ended 2024 with a stunning 38% surge and continues to power higher. Looking ahead, we believe the combination of robust investment demand together with risks on various fronts may provide further support for gold. Meanwhile, should the AUD remain under pressure, gold could shine brighter in Australian investor portfolios. 29 January, 2025
Gold as a strategic asset: 2025 edition Gold has a key role as a strategic long term investment & is crucial for a well-diversified portfolio. Download our case for a strategic allocation to gold. 23 January, 2025
Gold Market Commentary: January jitters Gold gave back less than expected due to a strong dollar and profit-taking, as a positive outlook and higher risk constrained outflows. 8 January, 2025
Weekly Markets Monitor: Liberation Day & Stagflation
Weekly Markets Monitor: Gold claims US$3,000/oz
Unearthed: Gold’s Next Move – ETFs, China & Investor Sentiment
Gold Market Commentary: Riding a wave of uncertainty
Gold hit new highs in February, supported by a weaker US dollar and extending its y-t-d gains to 9%. Rising inflation expectations, lower rates, and continued geoeconomic uncertainty are playing in gold’s favour.
Gold Market Commentary: Snakes and ladders
Gold punched through all-time-highs at the end of January with tariff fears, a weaker dollar and softer bond yields all contributing. Chinese gold market activity stayed true to its typical seasonal January strength and analysis suggests positive follow-through into February.
Gold to keep lifting Australian portfolios in 2025
Gold as a strategic asset: 2025 edition
Gold has a key role as a strategic long term investment & is crucial for a well-diversified portfolio. Download our case for a strategic allocation to gold.
Gold Market Commentary: January jitters
Gold gave back less than expected due to a strong dollar and profit-taking, as a positive outlook and higher risk constrained outflows.